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
Sales expertise
Business Development
Cash Handling
Community Relations
Interdisciplinary collaboration
Needs assessment
Good Telephone Etiquette
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