Rob Levy

Partner,

Toronto

Focus on the intersection of Agile and financial services, particularly for retail banking clients.

Biografie Rob

Expertise

Highlights

  • Contact center optimization and transformation expert
  • 13+ years' firm experience

Rob Levy is a member of our Financial Services, Performance Improvement, Agile, and Change Management practices.

He primarily clients across the Banking sector — especially retail banking — on Agile initiatives, strategy, performance improvement, customer experience, and risk and return management. His recent work Agile work has spanned operating model, ways of working, center of excellence, contact center optimization and transformation, and bootcamp training.

He has also led various diligence efforts for Private Equity clients. 

Rob holds an MBA from the Kellogg School of Management at Northwestern University, where he earned Beta Gamma Sigma distinction for graduating in the top 10% of his class. He also holds an honours degree, with distinction, in business administration from the University of Western Ontario Richard Ivey School of Business.  

Recent Insights

  • Banking M&A,” M&A Report, 30. Januar 2024, Report

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