Lowell Berkowitz Email & Phone Number

Greenville, North Carolina Area

Work directly with business partners across the bank to design, build, maintain, and continuously improve reporting processes, deliverables, and associated analysis. Analyze specifications and develop and test complex reports and dashboards, presenting management teams clear, concise, actionable results. Initiate, develop, and maintain standard and ad-hoc reports using SAS-based datamart and various other sources of demographic, market, and customer behavioral data.

Reviewed, analyzed, and presented results for all RBC Bank direct mail marketing campaigns. Responsible for creation and maintenance of reports used to evaluate the bank’s effectiveness of decisions and the modifications of strategies, including definitions of universe, observations and performance periods, dimension metrics, and filters.

Boston, Ma

Managed a call center staff of fourteen individuals who serviced an institutional mutual fund client with over 27,000 accounts and more than $35 billion in assets. Prepared and monitored annual budget and strategic initiatives for business unit. Responsible for hiring, professional development, and performance reviews of staff, and resolved problematic issues that arose concerning client, shareholders, or employees.