Loretta O'Brien

Enthusiast
DISC Type : i

Vice President, Compliance Officer, Regulatory Reporting and Analysis at Union Bank

Oakland, California, United States

Overview

Loretta OBrien is the Vice President and Compliance Officer at Union Bank, specializing in regulatory reporting, governance, and compliance policy administration. Her expertise is built on a diverse background in finance and analysis, and she holds a BA from California State University - East Bay.

Demonstrating a commitment to her community, Loretta has dedicated her time as a volunteer for the Alameda County Community Food Bank. Her background includes studies in Communications and Marketing at Gonzaga University, blending analytical skills with effective communication strategies.

Colleagues describe Loretta as an effective "go to" person, capable of working efficiently with employees across all organizational levels.

Personality Overview

Non-Confrontational

Story Driven

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Regulatory Compliance
Her career is centered on regulatory reporting, governance, and compliance policy administration within the financial sector.
Financial Governance
As a Vice President and Compliance Officer, she oversees and implements compliance policies and analysis at Union Bank.
Community Food Security
Indicated by her volunteer work with the Alameda County Community Food Bank, showing a personal commitment to addressing local food needs.

Media Appearances

Loretta has no verified media appearances

Work History

1-2011
Vice President, Compliance Officer, Regulatory Reporting and Analysis at Union Bank
2009 - 2009
Contractor, Account Analyst at Lawrence Berkeley National Laboratory
2008 - 2009
Contractor, Regional Branch Regulatory Analyst at Wachovia Securities, LLC
2007 - 2009
Volunteer at Alameda County Community Food Bank
2002 - 2007
Sales Development Manager at Atlas Securities

Education

BA from California State University - East Bay
Communications/Marketing from Gonzaga University

More Information

Social Presence :

Prographics :

Exp : 34 Location : Oakland, California, United States Job Level : Senior Designation : Vice President, Compliance Officer, Regulatory Reporting and Analysis at Union Bank
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Insights For Selling To Loretta

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Loretta is

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

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Loretta move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Loretta take some risk or not?

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

You And Loretta

Personality Compatibility


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