Zack Lewis

Insurance Marketing Organization (IMO) exclusively focused on the sale of life insurance products for Seniors.

• Spearheaded social media strategic marketing initiatives to build a sales force of over 500 agents in 5 months.
• Secured two major client relationships representing $5.4mm in annualized premium.
• Managed a team of 5 recruiters.

Mid-size Health Insurance Agency that specialized in the sale of insurance products for Seniors.

• Grew a business from -$200k annual revenue to +$1.2mm in 1 year.
• Reorganized senior leadership team
• Increased revenue, productivity, and customer retention rates by introducing operational efficiency improvements

SaaS business specializing in the development of custom CRM software and commission reporting for large insurance agencies and IMO's.

• Company’s first hire
• Secured relationships representing $500k in ARR in the first year.
• Directed all social media prospecting and lead generation activities.
• Collaborated with development team to enhance enterprise client user experience.
• Earned the highest-rating for Medicare CRM platforms by Clutch.co

Largest mortgage team in the U.S. with over $250mm in production annually.

• Worked closely with CEO and COO to deploy strategic marketing initiatives to cultivate a pipeline of Realtor prospects.
• Initiated Smart Homebuyers Events, a revenue expanding program targeting local real estate agents and prospective home-buyers.
• Responsible for cold outbound marketing campaigns and creatives.

Investment Bank

• Provided operational and logistical support to the New York FICC Trading Desks.

BNY Mellon HedgeMark is a leading dedicated managed account platform that provides institutional allocators a superior way to structure, access, and monitor their investments.

• Evaluated suitability of world’s leading hedge funds for our institutional clientele based on financial and operational analysis.
• Created the "Hedge Fund Sportsbook" for easier review and faster decision-making.

An operationally-oriented private equity fund focused on investing in healthcare.

• Conducted business analysis on prospective investments provided by business brokers and M&A firms.
• Conducted market and competitor analysis of home healthcare businesses in the Tampa Bay area to help Associates and Partners make more informed business decisions.

Provides Trust and Estate planning to High Net Worth individuals with an emphasis on cross-border, risk management, business succession consulting, post-secondary financial education, and financial writing.

• Contributing Author - A.S.K: Advisors Seeking Knowledge - 'A Comprehensive Guide to Succession and Estate Planning' (LexisNexis 2013) by Peter Merrick
• Editor to T.A.S.K - The Trusted Advisor's Survival Kit, 2nd Edition by Peter Merrick
• Contributing Author to 'The Bottom Line Magazine' (A LexisNexis Canada Publication)