Collin Martin, CFA

Questioner
DISC Type : c

Managing Director at Charles Schwab

New York, New York, United States

Overview

Collin has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Collin has no verified topics they care about

Media Appearances

Collin has no verified media appearances

Work History

9-2025
Managing Director at Charles Schwab
6-2012 - 9-2025
Director at Charles Schwab
11-2005 - 5-2012
Vice President at Morgan Stanley Smith Barney

Education

2001 - 2005
Finance from Saint Joseph's University - Erivan K. Haub School of Business

More Information

Social Presence :

Prographics :

Exp : 20 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director at Charles Schwab
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Insights For Selling To Collin

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Collin is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Collin

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Collin move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Collin take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Collin

Personality Compatibility


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