Adrian Deed

Observer
DISC Type : ci

Commercial Banking Manager at CIBC

Wasaga Beach, Ontario, Canada

Overview

Adrian Deed is a Commercial Banking Manager at CIBC, specializing in managing substantial business client portfolios, previously overseeing funds of up to $150 million. He focuses on developing customized lending and deposit solutions for small businesses. He holds a degree in Investment Management from Nova Scotia Community College.

His career showcases a consistent focus on proactive client relationship management and strategic territory marketing to identify new opportunities. He has extensive experience in networking, community outreach, and providing sophisticated financial advice to both personal and business clients.

He has a background in negotiating with various banks and lenders to secure optimal loan solutions for clients.

Personality Overview

Example Seeker

Curious

Value Driven

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Business Portfolio Management
Has a history of managing large and complex portfolios of business clients, with managed funds reaching up to $150 million.
Customized Financial Solutions
Develops tailored solutions for deposits, lending, and other financial products specifically for small business customers.
Client Prospecting
Employs networking, community outreach, and referrals as key strategies to actively prospect for and acquire new business clients.

Media Appearances

Adrian has no verified media appearances

Work History

10-2024
Commercial Banking Manager at CIBC
6-2019
Senior Business Advisor at CIBC
6-2015 - 6-2019
Financial Services Representative & Small Buisness Advisor at Meridian Credit Union
9-2013 - 6-2015
Mortgage Professional at Mortgage Intelligence
8-2005 - 9-2013
Financial Advisor Business at CIBC

Education

2000 - 2002
Investment Management from Nova Scotia Community College - NSCC

More Information

Social Presence :

Prographics :

Exp : 22 Location : Wasaga Beach, Ontario, Canada Job Level : Middle Designation : Commercial Banking Manager at CIBC
URL has been copied!

Insights For Selling To Adrian

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adrian is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Adrian

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Adrian move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Adrian take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Adrian

Personality Compatibility


Other CIBC Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.