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Adina Lewis is Wescott’s Operations Coordinator. Her primary responsibilities include coordinating the client intake process, updating and maintaining the firm’s database and document management system, and client service project support. She works closely with the Management and Operations teams as well as the advisors, coordinating Wescott’s quarterly client reporting process. She joined Wescott in 2008. Adina is a graduate of Temple University, where she earned a bachelor’s degree in political science with two minors in business administration and English. She is a member of the Philadelphia Reads program at Wescott. She resides in Philadelphia, Pennsylvania. . |
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