Dan Lewis

Vice President

Atlanta, Georgia

Professional Profile

Call Me When

Call Me When... Anytime

Contact Method

Profession

  • Consultant
  • Insurance
  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Cash management
  • Employee benefits
  • Employee engagement/ retention
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Philanthropy
  • Private equity
  • Retirement
  • Strategic planning
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Client Results

    Membership

    Non-Member

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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