Bill O'Keefe

Examiner
DISC Type : cs

Director, Derivatives Sales-Americas Buyside at Cboe Global Markets

Greater Chicago Area, United States

Overview

Bill has no verified overview

Personality Overview

Tough To Convince

Unexpressive

Overcautious

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Bill has no verified topics they care about

Media Appearances

Bill has no verified media appearances

Work History

10-2019
Director, Derivatives Sales-Americas Buyside at Cboe Global Markets
7-2014 - 10-2019
Director of Derivatives & Customized Options at X-Change Financial Access
2011 - 2011
Director of Customized Options at TradingBlock
6-2010 - 6-2014
Derivative Sales-Customized Options at Spot On Brokerage Services
1-2010 - 10-2010
Business Development at MF Global

Education

1981 - 1984
Bachelor of Business Administration (BBA) from University of Illinois Chicago

More Information

Social Presence :

Prographics :

Exp : 35 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Director, Derivatives Sales-Americas Buyside at Cboe Global Markets
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Bill

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Bill take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Bill

Personality Compatibility


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