William Lewin
Bill has consistently maximized ROI for clients of a $50B Fortune 50 Financial Services firm. He has been engaged to manage top lines of up to $20M and $5B in Assets Under Management (AUM), mentor personnel, accelerate performance, increase revenue, and deliver exceptional service and long-term investment results to clients. The following are a few benchmark examples of his performance:
Billion Dollar Asset Management
After assuming a new business assignment for the high-net-worth Colorado market, identified & developed a relationship with one of the state's largest industrial private companies. Called the company's CFO and assisted them in building short-term fixed-income portfolios and various cash management strategies. The private company received a $130 million publicly traded share position. Led efforts to creatively monetize this position, which the private company/family then used to successfully build their own privately held energy company.
Turnarounds
Engaged by a marquee financial services firm and assigned to lead advisory in managing $1B in AUM and annual revenue of $2.5M and charged with growing the business. Recruited operational team leaders and strengthened relationships with existing clients while sourcing new clients. Hired analysts for the first time in this firm’s history and acted as the main point of contact for all clients. These efforts grew revenue to $20M, with an increased share of wallet, ultimately achieving $5B AUM.