J. Chris Treat, CTFA, CCTS, CCTP™

Inquirer
DISC Type : cd

Director of Personal Trust at Stifel Financial Corp.

Greater St. Louis, United States

Overview

J. has no verified overview

Personality Overview

Demanding

Upfront

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

J. has no verified topics they care about

Media Appearances

J. has no verified media appearances

Work History

6-2026
Director of Personal Trust at Stifel Financial Corp.
2-2025 - 6-2026
VP & Client Service Officer at Wright Investors'​ Service
6-2024 - 1-2025
President & COO at Assured Trust Company
6-2023 - 5-2024
President of Trust & Wealth Management at Citizens Bank
5-2020 - 6-2023
SVP, Director of Sales at First Community Bank

Education

Bachelor of Science (BS) from Lyon College
2014 - 2017
Master of Science (M.S.) from Creighton University's Heider College of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater St. Louis, United States Job Level : Mid-senior Designation : Director of Personal Trust at Stifel Financial Corp.
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Insights For Selling To J. Chris

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Stress on the business value that your product offers
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with J. Chris is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from J. Chris

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will J. Chris move?

  • Their decision making speed is somewhere in the middle.
  • Can J. Chris take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And J. Chris

Personality Compatibility


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