Cory Rickheim, CAMS

Critic
DISC Type : C

Director, Head of AML Program Management and Initiatives at RBC Wealth Management

Minneapolis, Minnesota, United States

Overview

Cory has no verified overview

Personality Overview

Negotiator

ROI Driven

Objective Thinker

They prefer to analyze logically and value objective facts over emotions.  They are quite likely to negotiate on pricing or other key terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Cory has no verified topics they care about

Media Appearances

Cory has no verified media appearances

Work History

2-2024
Director, Head of AML Program Management and Initiatives at RBC Wealth Management
1-2016 - 3-2024
Senior Compliance Manager - AML Projects and Initiatives at RBC Wealth Management
6-2011 - 1-2016
Operations Initiatives Manager at RBC Wealth Management
10-1995 - 4-1998
Various at Wessels, Arnold and Henderson, LLC

Education

1990 - 1995
Bachelor of Arts (B.A.) from University of Minnesota

More Information

Social Presence :

Prographics :

Exp : 17 Location : Minneapolis, Minnesota, United States Job Level : Mid-senior Designation : Director, Head of AML Program Management and Initiatives at RBC Wealth Management
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Insights For Selling To Cory

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cory is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Cory

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Cory move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Cory take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Cory

Personality Compatibility


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