Dora Present Lewin

About Dora Present Lewin

Financial services executive with a strong track record of successful enterprise-wide relationship management from origination through execution. Advises some of the wealthiest multi-generational families, domestically and internationally, and provides fiduciary advice and guidance on investments, estate planning, credit and banking, philanthropy, and tax efficiency. With over two decades of experience during various economic cycles, guides founders and entrepreneurs through transitions and exits. Demonstrated ability to build,lead and mentor high performing teams to deliver investment advice, service and risk management excellence. Proven success in collaborating across business lines of complex organizations to drive activity and increase revenue in investment and wealth management, institutional asset servicing, and corporate, and commercial banking. Skilled at leveraging the resources of complex enterprises by building external partnerships and collaborating with key stakeholders to drive enterprise-wide financial results. Highly experienced in identifying existing and emerging enterprise risk (credit, market, liquidity and operational) and devising mitigation strategies to ensure regulatory compliance and responsible growth. Experience in collaborating with marketing teams to produce, communicate and deliver key content and thought leadership for business development and client retention. Proven team player with the ability to recruit diverse candidates and maintain impactful and motivated teams.

Experience

1. Sr Client Strategist

   BNY

   Mar 2021 — Present · Miami, FL, US

   Investment, fiduciary, planning and banking subject matter expert serving the comprehensive financial needs of HNW individuals, families and institutions. Experienced in advising entrepreneurs, family offices and institutions in investments, banking/credit, tax efficiency, generational wealth transfer and family governance. I help clients define and understand their unique relationship with wealth and develop executable plans to achieve multi-generational financial goals.