Bill O'Brien

Questioner
DISC Type : c

Chief Client Officer at PPR Capital Management

Greater Philadelphia, United States

Overview

Bill has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Bill has no verified topics they care about

Media Appearances

Bill has no verified media appearances

Work History

5-2024
Chief Client Officer at PPR Capital Management
4-2022 - 5-2024
Director of Investor Relations at PPR Capital Management
10-2019 - 3-2022
Regional Director of Business Development at SEI
9-2010 - 12-2019
Executive Director at BLOCS - Business Leadership Organized for Catholic Schools
1-2005 - 12-2010
Assistant Vice President, Financial Advisor at Raymond James Financial, Inc.

Education

Bachelor of Science from Saint Joseph's University
H.S. from Monsignor Bonner High School

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Philadelphia, United States Job Level : Leadership Designation : Chief Client Officer at PPR Capital Management
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Bill

  • 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 Bill move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Bill take some risk or not?

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

You And Bill

Personality Compatibility


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