Bruce Greenwald

Doer
DISC Type : ds

Managing Director at Rosehaven Family Office

Park City, Utah, United States

Overview

Bruce has no verified overview

Personality Overview

Results Focused

Risk-Accepting

Strategic Planner

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Bruce has no verified topics they care about

Media Appearances

Bruce has no verified media appearances

Work History

3-2023
Managing Director at Rosehaven Family Office
7-2016
Co-Founder, Financial Advisor at One Seven
10-2019 - 3-2023
Managing Director at Park City Family Office
11-2008 - 7-2016
First Vice President at Morgan Stanley Smith Barney
11-2004 - 11-2008
First Vice President at Merrill Lynch

Education

1980 - 1983
MBA from Weatherhead School of Management at Case Western Reserve University
1976 - 1980
BS from Ithaca College

More Information

Social Presence :

Prographics :

Exp : 35 Location : Park City, Utah, United States Job Level : Mid-senior Designation : Managing Director at Rosehaven Family Office
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Insights For Selling To Bruce

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Let them know of potential risks but suggest mitigation methods alongside
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bruce is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Bruce

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Bruce move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Bruce take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Bruce

Personality Compatibility


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