Alan Rubinstein

Critic
DISC Type : C

Managing Director at Deloitte

New York City Metropolitan Area, United States

Overview

Alan has no verified overview

Personality Overview

Critic

Objective Thinker

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Alan has no verified topics they care about

Media Appearances

Alan has no verified media appearances

Work History

9-2025
Managing Director at Deloitte
4-2010 - 9-2025
Managing Director at BNY Mellon
12-1998 - 4-2010
Vice President at AllianceBernstein
4-1993 - 12-1998
Vice President at Oppenheimer Capital
7-1989 - 3-1993
Tax Senior at Ernst & Young

Education

1992 - 1994
MS from Baruch College
1985 - 1989
BS from Brooklyn College

More Information

Social Presence :

Prographics :

Exp : 36 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director at Deloitte
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Alan

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Alan take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Alan

Personality Compatibility


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