Carlos Morales, CISM, GISF

Editor
DISC Type : CS

EVP Chief Information Security Officer at First Liberty Bank

Edmond, Oklahoma, United States

Overview

Carlos has no verified overview

Personality Overview

Sometimes Friendly

Objective Thinker

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Carlos has no verified topics they care about

Media Appearances

Carlos has no verified media appearances

Work History

1-2020
EVP Chief Information Security Officer at First Liberty Bank
10-2015 - 10-2020
President at Southwest JHA Group
2-2015 - 1-2020
VP Information Security Officer at Security Bank
2-2011 - 2-2015
AVP E-Banking Manager at Security Bank
1-2006 - 10-2010
Project & Treasury Manager at Herring Bank

Education

2007 - 2010
Bachelor of Business Administration (BBA) from West Texas A&M University
2002 - 2007
Bachelor of Arts (B.A.) from West Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Edmond, Oklahoma, United States Job Level : Leadership Designation : EVP Chief Information Security Officer at First Liberty Bank
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Insights For Selling To Carlos

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Carlos

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Carlos move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Carlos take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Carlos

Personality Compatibility


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