Vice President Insurance License

BARBARA ANN LEWIS

*** * ******** *****

Somers, New York 10589

Home: 914-***-**** Cell: 917-***-****

Email: abl4g0@r.postjobfree.com

SUMMARY / CORE COMPETENCIES:

* ******* ** ********** *****t base, developing new relationships, and increasing

profitability with high-profile clients and prospects

3 Bottom line, results-oriented professional with consistent proven track record

4 Well attuned to priority setting and to meeting goals and objectives

PROFESSIONAL EXPERIENCE:

JP MORGAN CHASE & CO. August 2007 to Present

Vice President, Investment Advisor

5 Participant in a CEO-designed pilot project to bridge the Chase retail bank with the.

JP Morgan Private Bank investment platform.

6 Since inception of start-up, generated $15 million + in brokerage assets and $32

million+ in J. P. Morgan managed money.

7 Develops new clients in Fairfield County, CT through referral sources from centers

of influence, branch staff, business banking and private banking.

BANK OF AMERICA March 2005 to August 2007

Vice President, Credit

8 Appointed Credit Champion for the Lower Westchester, NY / Fairfield,CT, Team,

responsible for Credit, Investment and Banking for a $100 million portfolio of 300+

mass affluent clients . Strong concentration on high-end residential lending and

deposit gathering.

9 Offering focused on teamwork to provide wealth management solutions.

10 Met credit goal first quarter of production.

11 Met deposit goal second quarter of production.

WELLS FARGO May 2003 to March 2005

Private Banker

12 Recruited to assist in a start-up venture working with the Wells Fargo Private

Mortgage Group to originate, underwrite, process and close jumbo loans to high-

net worth individuals.

13 Cross-sold the entire Wells offering.

14 Closed $45 million in new loan business with a pipeline of $10.5 million

15 Gathered $10 million in assets.

FIRST REPUBLIC BANK, Managing Director September 2001 to May 2003

16 Responsible for developing and maintaining Private Bank relationships in a start-

up environment.

17 In 12 months, brought in 15 law firms, with deposit and credit components,

generating deposits of $13 million and closed $20 million in loans.

CITIBANK PRIVATE BANK, Vice President, Law Group March 1994 to Sept 2001

1 Responsible to expand existing relationships and acquire new clients among the

legal community

2 Managed 21 firms, with assets over $260 million, generating annual

revenue of $4.5 million

3 Exceeded goals annually by generating new business income of at least $1.5

million

4 Member of the Chairman’s Council from the Council’s inception

FIRST AMERICAN BANK OF NY, Vice President March1983 to March1994

1 Managed 10 professionals responsible for $40 million in loans, $32 million in

deposits

2 In first full year personally brought in $300,000 in revenue with $35 million in

assets

EDUCATION:

18 Post MBA Certification, Wharton, University Of Pennsylvania, Post-MBA Certificate

19 MBA in Finance and Marketing, Rutgers University

20 BA in Psychology/Sociology, Cum Laude, Hunter College

LICENSES:

21 Series 6, 7, 63 and 66

22 New York and Connecticut Insurance License

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