Lance Malter

Energizer
DISC Type : I

Investment Analyst at Gregory Ricks & Associates

Greater New Orleans Region, United States

Overview

Lance Malter is an Investment Analyst at Gregory Ricks & Associates, holding both Series 65 and insurance licenses. A Louisiana State University graduate, his background includes risk and financial advisory at Deloitte, where he specialized in crisis and resilience before transitioning to his current investment-focused role.

Outside of his professional work, Lance is an avid sports fan, with a particular passion for LSU athletics and the New Orleans Saints. He also prioritizes fitness by working out and enjoys spending quality time with his friends and family.

He began his career focused on disaster recovery and cyber risk consulting for a major firm before pivoting to investment analysis.

Personality Overview

Informal

Full Of Energy

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are people oriented, friendly and like creating new connections.

Topics They Care About

Investment Analysis
His current role is Investment Analyst, and he holds the Series 65 license, making this his core professional focus.
Risk & Resilience
Gained significant experience in cyber, strategic risk, and crisis resilience during his multiple advisory roles at Deloitte.
Financial Advisory
His career demonstrates a deep commitment to the financial services industry, from large-scale consulting to direct investment advising.

Media Appearances

Lance has no verified media appearances

Work History

7-2024
Investment Analyst at Gregory Ricks & Associates
9-2021 - 7-2024
Program Specialist Consultant at Deloitte
11-2020 - 9-2021
Disaster Recovery Specialist Intern at Deloitte
7-2020 - 7-2020
Risk and Financial Advisory at Deloitte
5-2018 - 7-2019
Client Services at Gregory Ricks & Associates

Education

2017 - 2021
Bachelor of Business Administration - BBA from Louisiana State University
2012 - 2017
Education details unavailable from Brother Martin High School

More Information

Social Presence :

Prographics :

Exp : 7 Location : Greater New Orleans Region, United States Job Level : Middle Designation : Investment Analyst at Gregory Ricks & Associates
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Insights For Selling To Lance

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk anecdotally about the customer experience that your product offers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lance is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Lance

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lance move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Lance take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Lance

Personality Compatibility


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