Alan Lewis's Email & Phone Number

💼 Past Experience

Work experiences:Investment Banking Division at Brill Securities from April 2010 to October 2014 (4 years 7 months) in New York, NY. Expertise: Investment BankingB Boutique investment bank and SEC-registered broker dealer focused on providing financial advisory services and raising institutional capital for high-growth companies and real estate sponsors. Project experience:1. Joined as a Corporate Attorney at Davis Polk & Wardwell LLP from 2006 to 2010 (4 years) in New York, NY. Activities: Developed and directed a more than $700 million real estate investment and development firm with over $700 million in completed transactions in residential, multifamily and seniors housing assets.2. Oversaw the firm's real estate private equity division, including capital raising efforts, deal sourcing and deal structuring. 3. Clients included Morgan Stanley, Goldman Sachs, Citigroup and Stockbridge Capital ($10 billion real estate fund), along with private equity funds and Fortune 500 companies. 4. Co-founded DiversyFund which is a fintech company that is changing the way everyday investors access wealth-building opportunities that formerly were limited to the ultra-wealthy. We operate a tech and data-driven investment platform that is fully-automated, with a focus on investment knowledge content.5. Over the past 4 years, I have been involved in over 100 transactions across a diverse range of businesses and markets. I have seen how technology can revolutionize the way businesses do business, and how data-driven investment can create value for clients. I am excited about my future as a business owner and advisor.

🎓 Education

Alan Lewis has a J.D. from Columbia University School of Law (2003). Lewis has worked in the Corporate, Finance, and Securities Law field since 2006. Lewis is also a Brigham Young University Business Minor (1998-2002).

💡 Technical & Interpersonal Skills

Alan Lewis's professional, technical, and interpersonal skills: Alan Lewis is a highly skilled lawyer with experience in real estate, financial planning, and contract negotiation. Lewis is also highly skilled in negotiations and has a strong relationship with clients. Lewis is confident in his work and is able to problem solve.