David Lewis
About David Lewis
David Lewis is the Director of Financial Services Risk & Compliance Advisory Practice at Protiviti, Inc. He has extensive experience in credit risk review and enterprise risk management, having held leadership roles at BB&T, now Truist, and Bank of America.
Education and Expertise
David Lewis completed his Master of Business Administration (MBA) in Finance and Marketing from Wake Forest University School of Business from 1978 to 1980. He also holds a Bachelor of Arts (BA) with honors in History from Wake Forest University, achieved between 1973 and 1977. His educational background has provided a strong foundation in finance, marketing, and history, which has been instrumental in his professional roles.
Career at Bank of America
David Lewis worked at Bank of America in various roles, including SVP from 1980 to 2007, Charlotte Region Commercial Banking Executive from 2000 to 2001, and Enterprise Credit Review Executive from 2002 to 2007. During his tenure, he led initiatives such as the transformation of the company-wide control function by developing unique measurement tools and methods. He managed regulatory expectations efficiently, balancing them with cost-effectiveness in staff resources and process improvements.
Role at BB&T (Now Truist)
David Lewis served as the Enterprise Credit Risk Review Officer at BB&T, now Truist, from 2017 to 2022. He also briefly led the Credit Risk Review Department in 2017. His contributions included the introduction of a capability maturity matrix to assess the progress in ERM program development. These roles underscored his expertise in managing credit risk and improving enterprise risk management programs.
Current Position at Protiviti, Inc.
Since 2009, David Lewis has been the Director of the Financial Services Risk & Compliance Advisory practice at Protiviti, Inc., based in Charlotte, NC. In this role, he continues to leverage his extensive experience in financial risk management and compliance, contributing to the development of new audit tools and procedures that enhance the firm's enterprise risk management programs.
Professional Contributions and Initiatives
Throughout his career, David Lewis has made significant contributions to the field of risk management and compliance. Notable initiatives include developing a new auditable unit profile assessment tool to enhance enterprise risk management programs. He serves as an Audit ex-officio on key internal committees and councils, providing regular and substantive input to senior management and regulatory groups. His work has consistently aimed at adding value to the control functions and improving overall risk management processes.