Brad Schwartz

Wildcard
DISC Type : sci

EVP & Chief Financial Officer at First Bank

Virginia Beach, Virginia, United States

Overview

Brad has no verified overview

Personality Overview

Requires Proof

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Brad has no verified topics they care about

Media Appearances

Brad has no verified media appearances

Work History

3-2025
EVP & Chief Financial Officer at First Bank
5-2023
Director at Community Bankers'​ Bank
1-2023 - 3-2025
Senior Advisor at TowneBank
1-2023 - 3-2025
Retired President & COO at TowneBank
8-2022 - 1-2023
President at TowneBank

Education

2002 - 2003
Specialty from Stonier Graduate School Banking at Georgetown University
1993 - 1994
MBA from University of Richmond - Robins School of Business

More Information

Social Presence :

Prographics :

Exp : 18 Location : Virginia Beach, Virginia, United States Job Level : Leadership Designation : EVP & Chief Financial Officer at First Bank
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Persuade objectively how your product will help them achieve their goals
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Brad

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Brad take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Brad

Personality Compatibility


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