Bob Reetz

Critic
DISC Type : C

Vice President and Portfolio Manager Team Leader at The Washington Trust Company

Norwood, Massachusetts, United States

Overview

Bob has no verified overview

Personality Overview

ROI Driven

Objective Thinker

Precise

They choose to analyze logically and value facts to emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

Bob has no verified topics they care about

Media Appearances

Bob has no verified media appearances

Work History

4-2024
Vice President and Portfolio Manager Team Leader at The Washington Trust Company
4-2019 - 1-2024
First Vice President, C&I Credit Manager at Cambridge Savings Bank
2-2014 - 3-2019
Vice President - Portfolio Manager Commercial Banking at Blue Hills Bank
7-2011 - 1-2014
Vice President Commercial Underwriting at Citizens Bank
7-2004 - 7-2011
Vice President Commercial Lending at South Shore Savings Bank

Education

1994 - 1995
MBA from Columbia Business School
1985 - 1989
BA from Dartmouth College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Norwood, Massachusetts, United States Job Level : Senior Designation : Vice President and Portfolio Manager Team Leader at The Washington Trust Company
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Insights For Selling To Bob

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bob is

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

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

Insights For Deal Planning

    How fast (or slow) will Bob move?

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

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

You And Bob

Personality Compatibility


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