Joseph Curdy

Enthusiast
DISC Type : i

Managing Director Portfolio at Mountain Ridge Capital

McKinney, Texas, United States

Overview

Joseph has no verified overview

Personality Overview

Story Driven

Consensus Focused

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

5-2025
Managing Director Portfolio at Mountain Ridge Capital
7-2020 - 5-2025
Chief Risk Officer at Austin Financial Services, Inc.
6-2018 - 6-2020
Director at Waterfall Asset Management LLC
10-1990 - 3-2018
Portfolio Manager/Senior Vice President at Wells Fargo Capital Finance

Education

1986 - 1990
Bachelors - Finance from University of Texas at Arlington
2005 - 2007
MBA - Corporate Finance from The University of Dallas

More Information

Social Presence :

Prographics :

Exp : 34 Location : McKinney, Texas, United States Job Level : Mid-senior Designation : Managing Director Portfolio at Mountain Ridge Capital
URL has been copied!

Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Joseph

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Joseph take some risk or not?

  • They can take some low-probability risks if needed.

You And Joseph

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.