Joseph J. Platek III

Questioner
DISC Type : c

Chief Strategy Officer at CrossCountry Mortgage, LLC

Twinsburg, Ohio, United States

Overview

Joseph has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

2-2018
Chief Strategy Officer at CrossCountry Mortgage, LLC
11-2015 - 2-2018
Director of Business Intelligence & Project Management at CrossCountry Mortgage, LLC
10-2014 - 11-2015
Vice President, Process Improvement Consultant at FirstMerit Bank
8-2012 - 10-2014
Vice President, Model Validation Analyst at PNC Financial Services Group
5-2011 - 8-2012
Risk Information Specialist - AVP at PNC Financial Services Group

Education

Master of Science - MS from University of Michigan-Flint School of Management
Master of Business Administration (MBA) from Ashland University
BS from Grace College & Seminary

More Information

Social Presence :

Prographics :

Exp : 27 Location : Twinsburg, Ohio, United States Job Level : Leadership Designation : Chief Strategy Officer at CrossCountry Mortgage, LLC
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Insights For Selling To Joseph J.

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph J. is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Joseph J.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

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

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Joseph J. take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Joseph J.

Personality Compatibility


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