Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Christyna Lewis

Financial Advisor
Houston,TX

Summary

Committed to dignity, equity, and inclusion for all people, especially the LGBTQ+ community, Immigrants, and military veterans.


Community minded self-starter and collaborator.

Overview

23
23
years of professional experience
5
5
years of post-secondary education

Work History

Financial Advisor

Edward Jones
Houston, United States
11.2018 - Current
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Facilitated new client onboarding process and investment account setup.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Assistant Center Manager

Landmark Worldwide, LLC
Houston, TX
12.2012 - 10.2018
  • Accountable for the finances and facilities for the Houston Center of Landmark Worldwide. Additionally accountable for the expansion of communication and leadership programs through out the Texas and Louisiana region.
  • Managed work and performance of more than 50 employees and volunteers.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Implemented business strategies, increasing revenue and effectively targeting new markets.
  • Checked facility, employee work and service levels to maintain compliance with company and industry standards resulting in 5% year over year growth for most of the programs I was responsible for for most of the years that I was accountable for.

Owner & Business Coach

BEE Ventures
Houston, TX
03.2006 - 08.2013
  • Developed and delivered Cash Flow/Cash Management and Money Mindset curriculi for heart-centered and creative entrepreneurs.
  • Managed day-to-day business operations.
  • Reconciled daily sales, returns and financial reports in QuickBooks.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
  • Established foundational processes for business operations.

Co-Director

Central City Co-op
Houston, TX
03.2003 - 07.2006
  • Grew our membership base from 15 to 250 member households.
  • Developed and implemented business processes to support the expansion and profitability of the business. Established a Board of Directors and bylaws to further support the growth and sustainability of the business.
  • Manage a team of 80% volunteers and 20% paid employees to support the day to day operations of the cooperative.
  • Maintain productive relationships with a variety of local and national suppliers of organic produce and ancillary products.
  • During the aftermath of Hurricane Katrina, coordinated the distribution of approximately $10,000,000 in produce that was donated from producers throughout the nation, through a network of local, grassroots, organizations.

Owner, Educator

Building Wealth Is For Everyone
Houston, TX
08.2002 - 06.2005
  • Managed day-to-day business operations.
  • Chose materials and developed lesson plans to enhance financial literacy skills for individual students.
  • Collaborated with adults and children to provide safe and educational experience.
  • Developed and implemented engaging lesson plans to keep learner attention.

Education

Bachelor of Science - International Business

Mississippi State University
Starkville, MS
08.1994 - 12.1999

Skills

Relationship building and management

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Accomplishments

  • Current Leadership Team for the Houston LGTBQ+ Political Caucus. Co-chair of the Education and Advocacy Committe.
  • 2021 recipient of the Caucus's Barbara Cigainero Volunteer of the Year Award, in recognition of excellence in fundraising and contribution of strategic thinking.
  • Current Executive Board Member of River Oaks Area Democratic Women, the longest lived female focused Democratic club in Texas.
  • Long standing member of the League of Women Voters.
  • Member of the Greater Houston LGBTQ+ Chamber of Commerce.

Timeline

Financial Advisor

Edward Jones
11.2018 - Current

Assistant Center Manager

Landmark Worldwide, LLC
12.2012 - 10.2018

Owner & Business Coach

BEE Ventures
03.2006 - 08.2013

Co-Director

Central City Co-op
03.2003 - 07.2006

Owner, Educator

Building Wealth Is For Everyone
08.2002 - 06.2005

Bachelor of Science - International Business

Mississippi State University
08.1994 - 12.1999

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Christyna Lewis Financial Advisor