Jonathan Lewis, MBA
About Jonathan Lewis, MBA
Jonathan Lewis is an Associate Director at UBS, where he has worked since 2023. He has a diverse background in finance, having held various roles at Merrill Edge, Bank of America Merrill Lynch, and Vector Marketing, and he holds an MBA from Rider University.
Current Role at UBS
Jonathan Lewis serves as an Associate Director at UBS, a position he has held since 2023. He operates in a remote capacity from Towson, Maryland. In this role, he contributes to the firm's financial services, leveraging his extensive background in wealth management and financial planning.
Previous Experience at Merrill Edge
Before joining UBS, Jonathan Lewis worked at Merrill Edge in various capacities. He served as an Estate & Trust Planning Specialist from 2013 to 2016, where he focused on estate and trust planning services. He also held the position of Financial Solutions Advisor from 2012 to 2013, providing financial advice and solutions to clients.
Experience at Bank of America Merrill Lynch
Jonathan Lewis spent a significant portion of his career at Bank of America Merrill Lynch. He worked as a New Accounts Supervision Vice President from 2016 to 2023, overseeing new account processes. Prior to that, he was a Global Wealth Management Associate from 2009 to 2012, where he supported wealth management services.
Educational Background
Jonathan Lewis holds a Bachelor of Science degree in International Business from Elizabethtown College, which he attended from 2005 to 2009. He furthered his education by obtaining a Master of Business Administration (MBA) in Business Analytics from Rider University, completing the program from 2018 to 2020.
Early Career Experience
Jonathan Lewis began his professional journey with various roles that provided foundational experience. He worked as a Sales Representative at Vector Marketing for two months in 2008. Additionally, he completed a Treasury Internship at The Hershey Company for four months in the same year, gaining insights into financial operations.