Jeffrey Levy in

Jeffrey Levy

Examiner · DISC type cs
Director at BNY
📍 Greater Philadelphia, United States

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.

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Experience
20 Years
Current Role
Director
Job Level
Mid-senior
Location
Greater Philadelphia, United States
Personality Overview

How Jeffrey shows up

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.

Priorities

Topics Jeffrey cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Arts (B.A.)
Franklin & Marshall College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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