Rob Levy, Manager, Innovation and Research
rlevy<at>cfsinnovation.com

Rob Levy is a Manager, Innovation and Research, at the Center for Financial Services Innovation. In this position, Mr. Levy spearheads CFSI’s strategy for researching, promoting, and evaluating impact around its key innovation areas: prepaid cards, savings, consumer credit, mobile banking, and financial capability. He oversees execution of multi-method research projects, conducts individual research, and produces content for CFSI dissemination. Mr. Levy also works directly with internal and external stakeholders to help CFSI advance its strategic priorities with the goal of changing the financial services experience of underbanked customers.

Prior to joining CFSI, Mr. Levy opened and operated the Washington office for a national nonprofit advocacy organization. In this role, he oversaw all political and legislative strategy for the organization, researched and authored policy statements and talking points, developed strong relationships with both Congressional staff and grassroots activists, and launched a national coalition of allied organizations. Mr. Levy’s interest in the underbanked stems from his time in graduate school, when he served as co-director of a student consulting team for START Bank, a startup community bank in New Haven targeting the underbanked, and as a summer associate for the mortgage foreclosure task force at the Greater New Haven Community Loan Fund.

Mr. Levy holds an M.B.A. from the Yale School of Management, and a B.A. and a B.A.S., magna cum laude, from the University of Pennsylvania.