Marcus Kotalik

Energizer
DISC Type : I

Senior Quantitative Risk Analyst at USAA

Dallas, Texas, United States

Overview

Marcus Kotalik is a Senior Quantitative Risk Analyst at USAA with a background in credit and market risk mitigation. An MBA graduate from the Texas McCombs School of Business, he has progressed through risk management roles at Citi and TD Ameritrade, specializing in risk segmentation and process improvement.

As an alumnus of the University of Nebraska-Lincoln, Marcus maintains a connection to his alma mater. His professional focus on analytics and strategic development suggests a keen interest in data-driven decision-making and continuous learning within the financial services sector.

He once developed key risk metrics that successfully shifted a departments strategy from reactive to proactive risk management.

Personality Overview

Full Of Energy

Big Picture Person

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Quantitative Risk
His career is centered on quantitative analysis to proactively identify and mitigate client credit and market risk exposure in financial services.
Leadership Development
Has experience training and managing teams of risk analysts, conducting performance reviews, and consulting associates on their career paths at TD Ameritrade.
Process Improvement
Focused on identifying interdepartmental and organizational process improvements to enhance risk management frameworks in a previous role.

Media Appearances

Marcus has no verified media appearances

Work History

8-2019
Senior Quantitative Risk Analyst at USAA
2-2013 - 8-2019
Credit Risk Officer at Citi
9-2012 - 1-2013
Margin Risk Control Analyst at TD Ameritrade
10-2011 - 9-2012
Credit Risk Team Manager at TD Ameritrade
1-2010 - 10-2011
Credit Risk Assistant Team Manager at TD Ameritrade

Education

2011 - 2013
Master of Business Administration (MBA) from Texas McCombs School of Business
2003 - 2008
Bachelor's degree from University of Nebraska-Lincoln

More Information

Social Presence :

Prographics :

Exp : 16 Location : Dallas, Texas, United States Job Level : Mid-senior Designation : Senior Quantitative Risk Analyst at USAA
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Insights For Selling To Marcus

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Invite them for a lunch or a drink/coffee
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcus is

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

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

Insights For Deal Planning

    How fast (or slow) will Marcus move?

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

  • They can take certain risks that are unlikely to have personal consequences.

You And Marcus

Personality Compatibility


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