Behzad Mansouri

Critic
DISC Type : C

Division Executive at Charles Schwab

New York, New York, United States

Overview

Behzad Mansouri is a senior financial services executive at Charles Schwab, specializing in the institutional and private wealth management markets. His career includes managing fixed-income divisions that generated over $100 million in annual revenue. He holds an M. A. from Columbia University and completed Harvard Business Schools Advanced Management Program.

Outside of his executive role, Behzad is involved in philanthropic causes, such as supporting the Michael Ann & Saquon Barkley Hope Foundation. He also shows a keen interest in cultural events, including those celebrating the global wine industry and strengthening Franco-American relations.

Unique fact: He launched the first electronic trading platform for swaps for clients during his time at Credit Agricole CIB.

Personality Overview

Precise

Information Seeker

Critic

It is very likely that they will negotiate pricing or other important terms.  They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Wealth Management
His current executive role at Charles Schwab is focused on driving growth in the Ultra High Net Worth (UHNW) client segment.
Fixed-Income Markets
Previously managed multiple institutional fixed-income departments covering rates, credit, emerging markets, and municipal debt at Oppenheimer & Co. Inc.
Family Business Succession
Recently moderated a panel at the Dealmakers Conference series specifically addressing the complex topics around family businesses and legacy succession.

Media Appearances

Behzad has no verified media appearances

Work History

10-2024
Division Executive at Charles Schwab
6-2024
Board Member at Decahydron
10-2023
Global Advisory Board at MoreThan Capital
1-2014 - 10-2023
Managing Director, Head of Institutional Fixed Income Services at Oppenheimer & Co. Inc.
1-2012 - 6-2013
Director at Credit Agricole CIB

Education

8-2021 - 2-2022
Advanced Management Program from Harvard Business School
2008 - 2010
Master of Arts (M.A.) from Columbia University

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York, New York, United States Job Level : N/A Designation : Division Executive at Charles Schwab
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Insights For Selling To Behzad

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Behzad is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Behzad

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Behzad move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Behzad take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Behzad

Personality Compatibility


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