Jeffrey Levy

Examiner
DISC Type : cs

Director at BNY

Greater Philadelphia, United States

Overview

Jeffrey is a strategic leader with over 25 years of experience in financial services sales, currently serving as a Director at BNY. He specializes in global transaction services, cash management, and risk mitigation for financial institutions. He holds a Bachelor of Arts from Franklin & Marshall College.

Jeffrey is deeply committed to his alma mater, Franklin & Marshall College, where he serves on the Leadership Council. He is an active member of the African American Alumni Council and his son is also a student at the college, reflecting a strong family and personal connection.

He is a recipient of the 2022 Bridgett Medal, an honor for alumni of African descent for outstanding professional achievement.

Personality Overview

Status Quo Seeker

Tough To Convince

Late Adopter

They are always well-planned and adopt a systematic approach.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Global Treasury Services
His career is centered on the sale and support of domestic and cross-border treasury services to banks and credit unions in the United States.
Cash Management
He recently collaborated with colleagues to share information with partners on market trends impacting liquidity and cash management.
Alumni Engagement
Serves on the Leadership Council at Franklin & Marshall College and has emceed alumni award celebrations.

Media Appearances

Jeffrey has no verified media appearances

Work History

7-2019
Director at BNY
9-2008 - 7-2019
Client Consultant at Wells Fargo
2-2002 - 2-2004
CEO at Trillion Communications Corp
9-2001 - 9-2008
Vice President at Wachovia Bank

Education

Bachelor of Arts (B.A.) from Franklin & Marshall College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Director at BNY
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jeffrey

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jeffrey take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jeffrey

Personality Compatibility


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