Robert Lewis

Critic
DISC Type : C

SVP Consumer Card MIS Reporting Executive at Bank of America

Middletown, Delaware, United States

Overview

Robert Lewis is an analytical SVP at Bank of America, leading the Consumer Card MIS Reporting team. A graduate of Goldey-Beacom College with an MBA, he specializes in P&L management, competitor analysis, and implementing strategic data solutions in the financial services industry.

He has a keen interest in modern business intelligence platforms, holding recent certifications in both ThoughtSpot and Alteryx to complement his developer skills in Tableau and MicroStrategy.

Robert was recognized as the 2023 Operation Excellence Leader of the Year.

Personality Overview

Precise

Objective Thinker

Information Seeker

They enjoy working alone and do not rely on others very often.  They prefer to do logical analysis and value evidence over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Data-Driven Modernization
He has a proven history of transitioning teams from manual, Excel-based reporting to modern, self-serve data models using platforms like MicroStrategy and Tableau.
MIS Reporting Strategy
Manages a team of 25 associates responsible for over 250 consumer and small business credit card reports, indicating a deep focus on efficient and impactful reporting.
Expense Management
Previously managed a $1. 2 billion plan for the U. S. Card Sector at MBNA, focusing on analyzing expense challenges and providing detailed solutions to senior management.

Media Appearances

Robert has no verified media appearances

Work History

1-2016
SVP Consumer Card MIS Reporting Executive at Bank of America
3-2009 - 1-2016
SVP Unsecured Consumer Lending MIS Reporting Manager at Bank of America
2-2006 - 2-2009
VP - MIS / HR Metrics Manager at Bank of America
2000 - 2006
FVP at MBNA
1992 - 1997
Senior Finance Analyst at JP Morgan Chase

Education

1996 - 2000
Master of Business Administration (M.B.A.) from Goldey-Beacom College
1986 - 1990
Bachelor’s Degree from Goldey-Beacom College

More Information

Social Presence :

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Exp : 31 Location : Middletown, Delaware, United States Job Level : Leadership Designation : SVP Consumer Card MIS Reporting Executive at Bank of America
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Robert

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Robert take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Robert

Personality Compatibility


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