Chad Lavy

Enigma
DISC Type : icd

Commercial Bank Business Intelligence Product Manager at JPMorgan Chase & Co.

Powell, Ohio, United States

Overview

Chad Lavy is an Executive Director at JPMorgan Chase & Co. , leading initiatives in information technology and finance. He specializes in business intelligence, data warehouse design, and financial planning systems, leveraging his MBA from The Ohio State University to bridge technical and business domains.

He was specifically chosen by Wholesale Bank management to lead the retirement of a legacy client profitability environment, a key strategic project.

Personality Overview

Hard To Convince

Challenger

Persuasive & Assertive

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

Data Talent
Actively recruits for data science, graph data product owners, and analytics roles for the Commercial Bank, indicating a focus on building a strong data-centric team.
Business Intelligence
Serves as a Business Intelligence Product Manager, showcasing his focus on using data and analytics to drive business decisions and strategy within the Commercial Bank.
Financial Architecture
Has extensive experience designing and managing platforms for financial planning, forecasting, and analysis, including creating target state finance data architectures.

Media Appearances

Chad has no verified media appearances

Work History

2-2017
Commercial Bank Business Intelligence Product Manager at JPMorgan Chase & Co.
7-2013 - 2-2017
Data Warehouse Professional at Baax
10-2012 - 6-2013
Corporate & Investment Bank Planning, Forecasting, & Analysis Chief Business Technologist at JP Morgan Chase
1-2011 - 10-2012
Treasury & Security Services Planning, Forecasting, & Analysis Architecture Manager at JPMorgan Chase
1-2009 - 1-2011
Manager of Wholesale Client Profitability Data Warehouse Operations at JPMorgan Chase

Education

2002 - 2005
Master of Business Administration (M.B.A.) from The Ohio State University
1993 - 1997
Bachelor of Science (BS) from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Powell, Ohio, United States Job Level : Middle Designation : Commercial Bank Business Intelligence Product Manager at JPMorgan Chase & Co.
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Chad

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Chad move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Chad take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Chad

Personality Compatibility


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