Charles "Cody" Lewis
Denver,CO
Summary
Alternative Investment industry Executive with over a decade of experience. Known for expertise in networking, negotiations and managing teams toward goal attainment. Persistent leader eager to drive company growth and improving operations while maintaining high ethical standards.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Executive Vice President
Madison Capital Markets Group
06.2023 - Current
- Cultivate new and maintain existing relationships within IBD and RIA channels across United States to generate sales for DST, Reg D and Opportunity Zone offerings with focus on multifamily and self storage real estate.
- Create and lead new sales campaigns using cutting-edge technology solutions to streamline workflow processes, enhance internal communication channels, and support data-driven decision-making capabilities across teams.
- Conduct sales presentations at industry conferences, trade shows and in face to face office meetings with clients.
Vice President of Sales
Orchard Securities
04.2021 - 05.2023
- Increased sales volume and expanded DST and Reg D products across United States with nine real estate sponsors.
- Held critical role in raising a company record $980 million across Orchard platform of products in 2022.
- Successfully brought on fourteen new selling agreements.
- Created and implemented successful sales campaigns to drive leads and increase sales.
Director of Sales
Resolute Capital Partners
06.2019 - 03.2021
- Partnered with independent broker dealer Financial Advisors and RIAs across the United States distributing Private Placement Offerings focused on acquiring oil and gas, technology and real estate assets.
- Launched new products and sponsors successfully into market, coordinating marketing initiatives and comprehensive sales campaigns.
Regional Vice President
Strategic Capital Distributors
11.2016 - 05.2019
- Negotiated strategic partnerships with IBD Registered Representatives and RIAs in Mid-Atlantic and Desert Mountain, distributing multiple share classes, retail and institutional, to raise funds in blind pool offerings.
- Offered publicly registered shares in five non-traded Alternative Investment funds and three Private Placements with emphasis on acquiring wireless infrastructure, middle market lending and renewable energy assets.
Internal Wholesaler
Strategic Capital Distributors
05.2014 - 10.2016
- Helped raise $200M internally covering over 5,000 advisors in between Four Corners, Mid West, Gulf Coast and Pacific Northwest territories across all channels.
- Proactive wholesale distribution of non-traded alternative investments including REITs, BDCs, Impact Investing and Renewable Energy Offerings.
- Increased sales by developing and maintaining strong relationships with financial advisors and clients.
Education
BA - Communications Arts and Sciences
The Pennsylvania State University
State College, PA05.2013
Associates Degree -
Saddleback College
Mission Viejo, CA12.2010
University of Arizona
Tucson, AZ12.2009
Skills
- Sales Growth
- Leadership and People Development
- New Business Development
- Sales Presentations
Certification
- Series 7
- Series 63
- SIE
Languages
Spanish
Timeline
Executive Vice President
Madison Capital Markets Group
06.2023 - Current
Vice President of Sales
Orchard Securities
04.2021 - 05.2023
Director of Sales
Resolute Capital Partners
06.2019 - 03.2021
Regional Vice President
Strategic Capital Distributors
11.2016 - 05.2019
Internal Wholesaler
Strategic Capital Distributors
05.2014 - 10.2016
BA - Communications Arts and Sciences
The Pennsylvania State University
Associates Degree -
Saddleback College
University of Arizona
- Series 7
- Series 63
- SIE
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