John Schad, CFA

Evaluator
DISC Type : SCD

Associate Director of Trade Surveillance at Interactive Brokers

Greater Chicago Area, United States

Overview

John has no verified overview

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

7-2021
Associate Director of Trade Surveillance at Interactive Brokers
6-2018 - 7-2021
Trade Surveillance at INTL FCStone
2013 - 2018
Senior Investigator at National Futures Association
2-2007 - 8-2007
Account Manager at Allied Benefit Systems
2007 - 2012
House Trader at Eagle Market Makers

Education

2002 - 2006
BA from Syracuse University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Associate Director of Trade Surveillance at Interactive Brokers
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from John

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will John move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can John take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And John

Personality Compatibility


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