Chuck Lewis

Energizer
DISC Type : I

VP Data, Insights & AI at Affinity Federal Credit Union

Greater Philadelphia, United States

Overview

Chuck has no verified overview

Personality Overview

Relationship Oriented

Full Of Energy

Enthusiastic

They excel at seeing the bigger picture, and the long-term impact of their decisions.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are people oriented, friendly and like creating new connections.

Topics They Care About

Chuck has no verified topics they care about

Media Appearances

Chuck has no verified media appearances

Work History

1-2025
VP Data, Insights & AI at Affinity Federal Credit Union
10-2023 - 1-2025
Director of IT at Rehab Financial Group, LP
6-2022 - 10-2023
Founder & CEO at Analytic Instruments, Inc.
5-2023 - 9-2023
Managing Director, Analytics at Forward Vision Technology
2-2016 - 5-2022
Vice President Information Technology at Freedom Mortgage

Education

Bachelor of Science - BS from Carnegie Mellon University

More Information

Social Presence :

Prographics :

Exp : 35 Location : Greater Philadelphia, United States Job Level : Senior Designation : VP Data, Insights & AI at Affinity Federal Credit Union
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Insights For Selling To Chuck

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chuck is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Chuck

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Chuck move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Chuck take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Chuck

Personality Compatibility


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