Keith Wirtz, CFA

Supporter
DISC Type : s

Vice President & CIO at Union Savings Bank - CT

Litchfield, Connecticut, United States

Overview

Keith has no verified overview

Personality Overview

Slow To Decisions

Thoughtful In Approach

Social Proof Driven

They are unlikely to become strong champions as they don't prefer pushing other people.  They get along well with all people. Their decisions are defined by the possible value that they can bring to the organization.


Topics They Care About

Keith has no verified topics they care about

Media Appearances

Keith has no verified media appearances

Work History

2019
Vice President & CIO at Union Savings Bank - CT
2013 - 2019
Partner & PM at Walrus Partners LLC
2003 - 2012
President & CIO Fifth Third Asset Mgmt. at Fifth Third Bank
1999 - 2003
Partner & CIO at Paladin Investment Associates, LLC
1981 - 1999
Managing Director & CIO at TradeStreet Investment Associates, Inc. (Bank of America)

Education

Bachelor of Science (BS) from Arizona State University
Master of Science (MS) from Creighton University

More Information

Social Presence :

Prographics :

Exp : 44 Location : Litchfield, Connecticut, United States Job Level : Leadership Designation : Vice President & CIO at Union Savings Bank - CT
URL has been copied!

Insights For Selling To Keith

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • If possible, connect them to existing customers
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keith is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Keith

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Keith move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Keith take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Keith

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.