Operations and Marketing Analyst
Lewis Stocks joined WestEnd Advisors in 2019 and has operations and marketing responsibilities that support day-to-day operations of the firm, including account reconciliation, data management and analysis, and ad hoc reporting. Before joining WestEnd, Lewis worked as a management consultant with Dixon Hughes Goodman, LLP’s Risk Advisory practice, where he implemented business process improvements for a major money-center banking client. Prior to that role, he served as an operations manager for A2 Access, a financial services technology company focused on data-driven solutions for institutional investors to better evaluate their sell-side partnerships. Lewis received a B.S. in Business Administration with a concentration in Finance from North Carolina State University’s Poole College of Management.