Brian Lewis in

Brian Lewis

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Senior Vice President, Private Client Manager at Bank of America Private Bank
📍 Cleveland, Ohio, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Senior Vice President, Private Client Manager
Job Level
Leadership
Location
Cleveland, Ohio, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2022
Senior Vice President, Private Client Manager
Bank of America Private Bank
3-2021 - 11-2022
Partner
Social Mortgage
5-2017 - 3-2021
Vice President, Retail Sales Manager- Covered
Bank of America
5-2017 - 4-2019
Vice President, Wealth Management Lending Officer
Bank of America
7-2007 - 3-2017
Director of Mortgage Banking
Quicken Loans
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration (BBA)
Cleveland State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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