Carla Gale

Energizer
DISC Type : I

Senior Vice President and Trust Advisor at Regions Bank, Private Wealth Management

Dallas, Texas, United States

Overview

Carla Gale is a Senior Vice President and Trust Advisor at Regions Banks Private Wealth Management division in Dallas. A graduate of The University of Alabama School of Law, she leverages her legal background to specialize in investment and trust services for high-net-worth clients, foundations, and endowments.

She is actively involved in community leadership and philanthropy, serving on the Economic Leadership Council for the Texas Womens Foundation. Carla is passionate about advancing economic and leadership opportunities for women and girls, viewing giving as a way to further causes she believes in.

Carla is a graduate of the Leadership Birmingham program, showcasing a long-standing commitment to community engagement.

Personality Overview

Big Picture Person

Imaginative

Full Of Energy

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Wealth & Philanthropy
Advises clients on intentional giving and is personally involved with the Texas Women's Foundation, advocating for family involvement in philanthropy.
Women's Empowerment
Serves on the Economic Leadership Council for the Texas Women's Foundation, supporting its mission to advance opportunities for women and girls.
Trust & Estate Law
Combines her Juris Doctor degree with decades of experience to advise on complex trust and estate matters. She is a member of the Dallas Estate Planning Council.

Media Appearances

Carla has no verified media appearances

Work History

9-2014
Senior Vice President and Trust Advisor at Regions Bank, Private Wealth Management
1-2012 - 9-2014
Sr. V.P., Director of Endowments and Foundations at Regions Institutional Services
12-2002 - 12-2011
Senior Vice President/Trust Officer, Head of Charitable Trust Services Team at Regions Trust Dept., formerly AmSouth Bank Trust Dept.
12-1992 - 12-2002
Vice President and Trust Officer at AmSouth Bank
3-1986 - 10-1992
Associate Attorney, and Recruiting Director at Lowndes, Drosdick, Doster, Kantor & Reed, P.A.

Education

1978 - 1985
Doctor of Law (J.D.) from The University of Alabama
1982 - 1985
The University of Alabama School of Law (J.D. 1985) from The University of Alabama School of Law (J.D. 1985)

More Information

Social Presence :

Prographics :

Exp : 39 Location : Dallas, Texas, United States Job Level : Leadership Designation : Senior Vice President and Trust Advisor at Regions Bank, Private Wealth Management
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Insights For Selling To Carla

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carla is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Carla

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Carla move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Carla take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Carla

Personality Compatibility


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