Dwan McPhee

Background

About Dwan McPhee

With over 15 years of experience in the trust and philanthropy sector, I am a VP-Philanthropic Officer at Bank of America, where I work with high-net-worth clients to create and execute impactful giving strategies. I leverage my skills in new business development, customer relationship management, and business relationship management to identify, cultivate, and retain new and existing clients, as well as to provide guidance and support on charitable planning, tax implications, and grantmaking. I have a bachelor's degree in marketing from Pace University, which helps me to communicate effectively and persuasively with diverse audiences and stakeholders. My core competencies include strategic thinking, problem-solving, collaboration, and innovation. I am passionate about advancing the social good and creating positive change in the world through philanthropy. I am motivated by the mission and culture of Bank of America, which values integrity, diversity, inclusion, and excellence. I bring a unique perspective and experience to the team, as I have worked with different types of trust and philanthropic organizations in the past, such as Franklin Templeton and Guardian Trust Company.