Gosia Lewis

Gosia Lewis

Regional Senior Lending Originator, Private Wealth Management Executive Director @ UBS

About Gosia Lewis

Gosia Lewis serves as the Regional Senior Lending Originator and Executive Director in Private Wealth Management at UBS, where she has worked since 2021. With extensive experience in structured lending solutions for Ultra High Net Worth clients, she has held key positions at notable financial institutions including Goldman Sachs and HSBC Private Bank.

Work at UBS

Gosia Lewis has been serving as the Regional Senior Lending Originator in Private Wealth Management at UBS since 2021. In this role, she operates out of Miami, FL, and focuses on developing structured lending solutions tailored for Ultra High Net Worth clients in the Southeast Region. Lewis spearheads initiatives for new lending products and prepares complex financing opportunities for the UBS Credit Opportunity Review and Evaluation Committee. She collaborates with Financial Advisors, the Family Office Solutions Group, and Investment Banking to enhance business development and cross-selling efforts.

Previous Experience in Financial Services

Before her current position at UBS, Gosia Lewis held various roles in the financial services sector. She worked at Goldman Sachs as a Regional Lending Officer in Private Wealth Management from 2010 to 2021, where she served as Vice President. Prior to that, she was a Credit Officer at HSBC Private Bank from 2008 to 2009, also in Miami, FL. Earlier in her career, she worked at UBS as a Credit Officer in Credit Risk Management for one year in 2007.

Education and Expertise

Gosia Lewis earned her Master of Business Administration (MBA) in Finance & Investments from Baruch College, completing her studies from 1997 to 2000. This educational background provides her with a strong foundation in financial principles, which she applies in her current role at UBS. Her expertise includes structured lending solutions and credit risk management, particularly for high-net-worth individuals.

Contributions to UBS

At UBS, Gosia Lewis contributes content to the Private Wealth Management intranet, sharing insights and information relevant to her field. Her role involves preparing and presenting complex financing opportunities to the UBS Credit Opportunity Review and Evaluation Committee, showcasing her ability to navigate intricate financial scenarios. Lewis's initiatives for new lending products reflect her commitment to enhancing the offerings available to clients.

People similar to Gosia Lewis