Profil
Ms. Lewis has been with Austin, Calvert & Flavin, Inc. since 1989.
In January of 1996, she was named Chief Financial Officer.
She entered the investment business in 1984 working for Daniel Breen & Company in Houston as Controller where she was responsible for implementing financial accounting systems and client accounting and performance reporting systems.
She also served as an internal auditor for Anta Corporation.
Ms. Lewis graduated from Oklahoma State University in 1980 with a Bachelor of Science in Business Administration degree with a concentration in accounting and finance.
She is a Certified Public Accountant and a member of the San Antonio Chapter of the Texas Society of CPAs.
She currently serves as Treasurer of the San Antonio Chapter of the Executive Women's Golf Association and is a member of the Oklahoma State University and Pi Beta Phi alumnae associations.
Anciens postes connus de Julie J. Lewis
| Sociétés | Poste | Fin |
|---|---|---|
Austin, Calvert & Flavin, Inc.
 Austin, Calvert & Flavin, Inc. Investment ManagersFinance Founded in 1981, Austin, Calvert & Flavin, Inc. is a registered investment advisor located in San Antonio, Texas. The firm is a subsidiary of Mastrapasqua Asset Management, Inc., a registered investment advisor located in Nashville, Tennessee. Austin, Calvert & Flavin manages investments in equity and fixed-income assets for retirement plans, public entities, hospitals, Taft Hartley plans, foundations, endowments, corporations, trusts and high net-worth individuals | Directeur Financier/CFO | 04/08/2009 |
Daniel Breen & Co LP
 Daniel Breen & Co LP Investment Banks/BrokersFinance Part of MetLife, Inc., Daniel Breen & Co LP is an investment advisory firm. The company is based in Houston, TX. Daniel Breen & Co was acquired by New England Investment Cos on September 23, 1997. | Comptroller/Controller/Auditor | - |
Formation de Julie J. Lewis
| Oklahoma State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Austin, Calvert & Flavin, Inc.
Austin, Calvert & Flavin, Inc. Investment ManagersFinance Founded in 1981, Austin, Calvert & Flavin, Inc. is a registered investment advisor located in San Antonio, Texas. The firm is a subsidiary of Mastrapasqua Asset Management, Inc., a registered investment advisor located in Nashville, Tennessee. Austin, Calvert & Flavin manages investments in equity and fixed-income assets for retirement plans, public entities, hospitals, Taft Hartley plans, foundations, endowments, corporations, trusts and high net-worth individuals | Finance |
Daniel Breen & Co LP
Daniel Breen & Co LP Investment Banks/BrokersFinance Part of MetLife, Inc., Daniel Breen & Co LP is an investment advisory firm. The company is based in Houston, TX. Daniel Breen & Co was acquired by New England Investment Cos on September 23, 1997. | Finance |
