Kyle Lewis

Enthusiast
DISC Type : i

Lead Risk Analytics Consultant, VP at Wells Fargo

Wilmington, Delaware, United States

Overview

Kyle is a Credit Risk Analytics Consultant at Wells Fargo with over two decades of experience in analytics and reporting. A graduate of the University of Mississippi and Dartmouth College, he specializes in combining dissimilar data sources and developing executive-level reports to solve complex business challenges.

His entire professional career has been a steady progression of roles with increasing responsibility within Wells Fargo and its predecessor, Wachovia.

Personality Overview

Non-Confrontational

Optimistic

Amiable & Agreeable

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Credit Risk Analytics
Serves as a Lead Risk Analytics Consultant, focusing on aggregating and reconciling commercial credit exposures for regulatory and internal reporting.
Complex Data Integration
A core skill mentioned is his ability to integrate new and non-standard data into existing data marts for consumption by reporting groups.
Regulatory Compliance
Previous roles involved creating reports and dashboards to ensure adherence to government mortgage regulations, including SEC and Basel requirements.

Media Appearances

Kyle has no verified media appearances

Work History

10-2017
Lead Risk Analytics Consultant, VP at Wells Fargo
5-2015 - 10-2017
Analytic Consultant, VP at Wells Fargo
7-2012 - 5-2015
Applications System Engineer at Wells Fargo
11-2011 - 7-2012
Systems Support Analyst at Wells Fargo
3-2008 - 11-2011
Site Security Supervisor / Security Coordinator at Wells Fargo / Wachovia

Education

2000 - 2003
BA from University of Mississippi
2006 - 2010
MA from Dartmouth College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Wilmington, Delaware, United States Job Level : Senior Designation : Lead Risk Analytics Consultant, VP at Wells Fargo
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Compliment them about their personality if you get a chance
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Kyle

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Kyle take some risk or not?

  • They can take some low-probability risks if needed.

You And Kyle

Personality Compatibility


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