Frank A. Lewis, A.F.I.M.

2357 Sargent Daly Drive, Chattanooga, TN 37421

(423)499-9351, flfc7b02@westpost.net
PORTFOLIO MANAGER
Investment Advisor, Client Services, Relationship Manager
Highly accomplished and results-driven executive with over 17 years of successfu
l business development, competitive market share expansion, and business leaders
hip experience. Sound interpersonal and time management skills that enhance suc
cessful account management leading to improving fee revenues. Energetic and goa
l-oriented with a genuine passion for investment strategy and a well-rounded bac
kground in supporting a progressive organization in optimizing performance and g
rowth.
Areas of Expertise
Investment Strategies Client/Investor Relations
Market Growth & Expansion Portfolio Management
Relationship Building Equities and Fixed Income Research
Asset Management Cross-selling
Performance Analysis New Business Development
Career Highlights
* Highly skilled in creating sound investment solutions, developing high-levels
of market growth, and facilitating effective investment management strategies to
increase portfolio value with an 80% success rate over the last 5 years.
* Proven ability to effectively handle multi-task levels of management responsib
ility with minimal direction from superiors while providing market, economic, an
d strategic changes to trust board of directors and senior executive management.
* Leverage solid communication, interpersonal, time management, analytical, orga
nization and leadership skills to effectively manage assets generating over $500
K in revenues.
* Go-getter attitude with an ability to easily grasp new ideas, concepts, method
s and investment techniques increasing customer retention and increasing new bus
iness opportunities; assets have grown over $50 million since 2008.
.
Professional Profile
FSGBank, N.A.-Chattanooga, TN 2004-to-Present
Vice President, Trust Portfolio Manager
Formed investment area for Wealth Management Division of First Security Group (h
olding company of FSGBank, N.A.; $1 billion in assets). Developed individual co
re equity portfolio, mutual fund, taxable fixed income and tax-free strategies f
or the department. Manage over $100 million using customized and model portfoli
os for high-net worth individuals and institutions.
Recent Accomplishments
* Researched and approved new trust system conversion that reduced costs by over
30% per year.
* Assisted with fee project that increased revenues by 0.10% or $75K per year.
* Enhanced communications with clients by developing quarterly newsletter, expa
nded marketing materials, and added market updates improving client retention du
ring worst recession in decades.
* Provided key support in sales and growth of 20% per year over last 5 years sin
ce department was formed.
* Received top audit rating by the Office of the Comptroller of the Currency for
past three consecutive years.
AmSouth Bancorp-Chattanooga, TN 2000-2004
Regional Trust Portfolio Manager
Effectively managed $250+ million in assets among portfolios for high-net worth
individuals, large institutions and personal trust accounts. Worked closely wit
h trust administrators, private client advisors and financial consultants to mai
ntain existing relationships and develop new business opportunities leading to s
ubstantial new business opportunities, which attributed to #1 regional trust dep
artment in the Company for 2002.
First American National Bank-Nashville, TN 1992-2000
Trust Investment Officer (1997-2000)
Portfolio Assistant (1995-1997)
Trust Operations Technician (1992-1994)
Education/Training
Community Involvement
Tennessee Technological University Chattanooga Civitan Club, Board of Directors
Bachelor of Business Administration in Finance (1992) YMCA East Brainerd, Board
of Managers
Accredited Fiduciary Investment Manager
2002-Completed extensive course on team based selling