Barclay Roman

Questioner
DISC Type : c

Vice President, Information Security (CISO) at Shamrock Trading Corporation

Overland Park, Kansas, United States

Overview

Barclay has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Barclay has no verified topics they care about

Media Appearances

Barclay has no verified media appearances

Work History

9-2025
Vice President, Information Security (CISO) at Shamrock Trading Corporation
5-2023 - 9-2025
Head of Engineering, Tax Products at H&R Block
9-2021 - 9-2023
Head of Security Engineering & Deputy Chief Information Security Officer (CISO) at H&R Block
10-2019 - 9-2021
Chief Information Security Officer (CISO), Defense & Space at Honeywell
10-2017 - 10-2019
Managing Director, Global Industrial Security & Principal Security Architect at Honeywell

Education

2015 - 2017
Master of Science - MS from University of Florida
2004 - 2008
Bachelor of Science - BS from James Madison University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Overland Park, Kansas, United States Job Level : Senior Designation : Vice President, Information Security (CISO) at Shamrock Trading Corporation
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Insights For Selling To Barclay

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Barclay is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Barclay

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Barclay move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Barclay take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Barclay

Personality Compatibility


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