Matthew Barnes, CFA

Initiator
DISC Type : Di

Associate Director (Vice President) at Scotiabank

Houston, Texas, United States

Overview

Matthew has no verified overview

Personality Overview

Risk-Accepting

Confident

Friendly Challenger

They measure a product on its merit but can be influenced by strong testimonials.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

11-2021 - 12-2022
Associate Director (Vice President) at Scotiabank
8-2018 - 10-2021
Associate at Scotiabank
6-2017 - 8-2017
Summer Associate - Global Investment Banking - Energy at Scotiabank
9-2016 - 5-2018
Teaching Assistant at McCombs School of Business, The University of Texas at Austin
9-2012 - 8-2016
Vice President at Stout Risius Ross

Education

2016 - 2018
Master of Business Administration (M.B.A.) from Texas McCombs School of Business
2011 - 2011
MS Accountancy from University of Houston, C.T. Bauer College of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : Houston, Texas, United States Job Level : N/A Designation : Associate Director (Vice President) at Scotiabank
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Acknowledge their status and position during the conversation
  • Clearly address the competitive aspects

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Matthew

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Matthew take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Matthew

Personality Compatibility


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