Greg Latimer

Examiner
DISC Type : cs

Director, Fiduciary Services at Fulton Private Bank

Lititz, Pennsylvania, United States

Overview

Greg Latimer is the Director of Fiduciary Services at Fulton Private Bank, where he applies his expertise as a licensed Pennsylvania attorney. He holds a Juris Doctor and is the Chair of Long Range Planning for the Lancaster Bar Association, specializing in trust administration, estate planning, and regulatory compliance.

An active member of his community, Greg participates in charity sporting events and supports local organizations dedicated to serving children in Lancaster County. He has a lifelong passion for lacrosse, having played competitively at the collegiate level for Messiah University and continuing to engage in sports.

Greg has over twenty years of experience playing lacrosse, a passion he has maintained since his time as a goalie in college.

Personality Overview

Status Quo Seeker

Late Adopter

Tough To Convince

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Fiduciary Services
As a Director at Fulton Private Bank, he provides ongoing advice to fiduciary advisors and chairs the discretionary committee, overseeing trust administration.
Estate & Trust Planning
His background as an attorney includes experience with federal estate and gift tax planning, multigenerational trusts, and advising high-net-worth clients.
Legal Community Leadership
Serves as the Chair of Long Range Planning on the Board of Directors for the Lancaster Bar Association, contributing to its strategic direction.

Media Appearances

Greg has no verified media appearances

Work History

9-2024
Director, Fiduciary Services at Fulton Private Bank
11-2023 - 9-2024
VP, Fiduciary Services Manager at Fulton Private Bank
8-2018 - 10-2023
Trust Officer at A Private Trust Company
9-2015 - 8-2018
Associate Attorney at Mitchell & Young, PLLC
7-2013 - 8-2015
Judicial Law Clerk at Lancaster County Court of Common Pleas

Education

2010 - 2013
Juris Doctor from Drexel University School of Law
2005 - 2009
Bachelor of Science from Messiah University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Lititz, Pennsylvania, United States Job Level : Mid-senior Designation : Director, Fiduciary Services at Fulton Private Bank
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg 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 Greg

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Greg move?

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

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

You And Greg

Personality Compatibility


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