Daniel Lewis

Daniel Lewis serves as a Senior Vice President and Relationship Manager at OpenArc Corporate Advisory, bringing more than 30 years of experience across the financial services industry. Dan offers clients a depth of institutional knowledge shaped by roles spanning portfolio management, investment analysis, and relationship management. He is committed to building trusted partnerships and delivering strategic guidance aligned with each client’s objectives. His career includes experience as an institutional portfolio manager and analyst at SunTrust, now Truist, as well as sell-side research analyst roles with Prudential and RBC. Dan has also served as an Investment Analyst and Relationship Manager at Merrill Lynch.

Dan earned a Bachelor of Business Administration from Stetson University and a Master of Business Administration from Rollins College’s Crummer School of Business. Outside of his professional responsibilities, he enjoys spending time with his family, traveling, and playing golf.