John Cassidy

Inquirer
DISC Type : cd

Vice President; Treasury Sales Consultant II - Commercial Private Banking & Alternative Funds at BankUnited

New York, New York, United States

Overview

John has no verified overview

Personality Overview

Demanding

ROI Conscious

Upfront

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

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

5-2025
Vice President; Treasury Sales Consultant II - Commercial Private Banking & Alternative Funds at BankUnited
6-2023 - 5-2025
Vice President; Global Treasury Solutions Officer - Global Commercial Banking at Bank of America
7-2021 - 6-2023
Associate; Digital Channels Integration Specialist at Bank of America
4-2020 - 6-2021
Analyst; GTS Advisory and Complex Client Solutions Strategy at Bank of America
7-2019 - 3-2020
Analyst; Treasury Solutions Analyst - Global Commercial Banking at Bank of America

Education

2015 - 2019
Bachelor of Science - BS from Penn State University
2011 - 2015
Education details unavailable from Ridge High School

More Information

Social Presence :

Prographics :

Exp : 7 Location : New York, New York, United States Job Level : Senior Designation : Vice President; Treasury Sales Consultant II - Commercial Private Banking & Alternative Funds at BankUnited
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions
  • 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 John is

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

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

Insights For Deal Planning

    How fast (or slow) will John move?

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

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

You And John

Personality Compatibility


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