Patrick Lewis Email and Phone Number
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Patrick Lewis is a Group Product Leader at Fidelity Investments. He possess expertise in business analysis, strategy, cross functional team leadership, process improvement, financial analysis and 14 more skills.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
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Group Product LeaderFidelity InvestmentsCincinnati, Oh, Us
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Vice President, Squad Leader, Enterprise Digital OperationsFidelity Investments Mar 2020 - PresentCovington, Kentucky, United StatesProduct owner for several applications used by the Capture Services business utility, including Data Extraction Services that provides image classification and data extraction capabilities. Thought leader for product strategy within Enterprise Digital Operations.
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Sr. Director Of Product ManagementFidelity Investments Sep 2009 - Mar 2020Covington, Kentucky, United StatesManaged the Document Processing product in the Inbound Services business unit, which is an enterprise utility that combines people, process and technology to drive and enable scale & efficiency through mail receipt, centralized and remote imaging, document classification, data entry and extraction, and routing for transaction processing activities. Responsibilities included development of a strategic product roadmap and oversight on enhancements to the product offering across multiple functional teams (IT, Operations, Client Services, Risk, Finance); thought leadership in transaction processing business transformation programs to realize improvements in quality, cost and customer satisfaction; and effective communication to present complex concepts to senior leadership of the business and production associates with language and key points appropriate to each audience.
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Senior Business Development ManagerFidelity Investments Aug 2007 - Sep 2009Managed business development interactions between the business unit responsible for mail receipt/imaging & processing and the other business line functions within Fidelity, including the client-facing teams and back-office operations.
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Senior Marketing Product ManagerFidelity Investments Jul 2003 - Aug 2007Managed imaging products & services for the mail processing operations facility within Fidelity. This included product lifecycle development and management for image creation through centralized and remote scanning, faxing & electronic image & data transmission. Other responsibilities included business planning and project prioritization for mail processing line of business, and personnel management of two product analysts.
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Financial AnalystFidelity Investments Feb 2001 - Jul 2003Provided financial analysis & support for the technology department of the mail processing operation in Fidelity, including budget preparation and management. This department included both Technology and Product Management functions of an internal, back-office operation.
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Commercial Banking OfficerVine Street Trust Company Jan 1999 - Jan 2001Built and maintained long-term relationships with clients by providing superior personal service. Daily activities included meetings with existing clients and prospective clients regarding commercial credit and deposit products to support business objectives and goals. I also promoted the bank’s interests at community functions and served as a financial advisor and constructive financial critic to the bank’s customers for both commercial and personal financial needs.
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Cash Management OfficerVine Street Trust Company May 1997 - Dec 1998Developed and managed cash management products for the deposit service needs of both commercial and individual clients. Daily activities included setup, installation, training and maintenance of software for ACH origination, check image management and online banking (PC-based and Internet); account analysis and setup of automated sweep services; joint calls with lending officers for product presentation and education to clients and prospective clients; and development, implementation and support of new investment products and services.
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Credit AnalystVine Street Trust Company Jan 1996 - Apr 1997Responsible for establishing, analyzing and reviewing loan data on new, renewal and existing loans, as well as preparing concise spreadsheets and reports for bank officers on the bank’s loan portfolio. I also managed customer credit files to ensure that current reports, financial statements, and other related information were properly maintained for active customer accounts, and provided technical advice and assistance to loan officers including credit inquiries, financial analysis and summary reports as needed and requested.
Patrick Lewis Skills
Patrick Lewis Education Details
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Banking, Finance -
Management, Finance
Frequently Asked Questions about Patrick Lewis
What company does Patrick Lewis work for?
Patrick Lewis works for Fidelity Investments
What is Patrick Lewis's role at the current company?
Patrick Lewis's current role is Group Product Leader.
What is Patrick Lewis's email address?
Patrick Lewis's email address is pa****@****fmr.com
What is Patrick Lewis's direct phone number?
Patrick Lewis's direct phone number is (800) 343*****
What schools did Patrick Lewis attend?
Patrick Lewis attended University Of Kentucky, University Of Kentucky.
What skills is Patrick Lewis known for?
Patrick Lewis has skills like Business Analysis, Strategy, Cross Functional Team Leadership, Process Improvement, Financial Analysis, Product Management, Portfolio Management, Leadership, Vendor Management, Program Management, Management, Business Development.
Who are Patrick Lewis's colleagues?
Patrick Lewis's colleagues are David Curtis, John Chau, John Peter, Brandy Romanowski, Michael Mason, Santhosh Marikanti, Praveen Kumar.
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