Bill Neurohr

Judge
DISC Type : Dc

Chief Compliance Officer & BSA Officer at Custodia Bank

Wilmington, Delaware, United States

Overview

Bill has no verified overview

Personality Overview

Demanding

Fast But Wary

Quality Focused

They respond well to strong and respectful communication.  They are not always relationship oriented. More than the product, they care about the impact of the product.

Topics They Care About

Bill has no verified topics they care about

Media Appearances

Bill has no verified media appearances

Work History

10-2023
Chief Compliance Officer & BSA Officer at Custodia Bank
6-2021 - 9-2023
Chief Compliance Officer at Imprint
1-2021 - 6-2021
Director, Risk Advisory Solutions, Financial Services Regulatory & Compliance Risk at KPMG
2-2017 - 7-2019
Managing Director, Head of Compliance at The Bancorp
Compliance Executive - Head of Compliance Program Office at USAA

Education

BBA from James Madison University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Wilmington, Delaware, United States Job Level : Leadership Designation : Chief Compliance Officer & BSA Officer at Custodia Bank
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Be respectful but crisp
  • Speak about competitive differentiation that your product offers

DONT's

  • Don't try too hard to forge relationships with them
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Bill

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Bill take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Bill

Personality Compatibility


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