Matthew Felsot

Visionary
DISC Type : Ds

CRE Head - West at BMO

Newport Beach, California, United States

Overview

Matthew has no verified overview

Personality Overview

Early Adopter

Direct & Assertive

Risk Tolerant

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

1-2026
CRE Head - West at BMO
1-2026
Senior Sales Manager, Central Region - Multifamily Lending at JPMorgan Chase & Co.
Market Manager, Southwest Region - Real Estate Banking at JPMorgan Chase & Co.
Area Manager - Owner-Occupied Real Estate (OORE) Unit at JPMorgan Chase & Co.

Education

Master of Business Administration - MBA from USC Marshall School of Business
Bachelor of Science - BS from University of Southern California

More Information

Social Presence :

Prographics :

Exp : 1 Location : Newport Beach, California, United States Job Level : Middle Designation : CRE Head - West at BMO
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Matthew

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Matthew take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Matthew

Personality Compatibility


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