Matthew Grayson, MBA, CRPC®

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DISC Type : cd

Client Development Work Place Supervisor at T. Rowe Price

Baltimore City County, Maryland, United States

Overview

Matthew is a Client Development Supervisor at T. Rowe Price, leveraging his extensive experience within the firm across various investment and client-facing roles. His expertise is backed by an MBA from Johns Hopkins University and a Chartered Retirement Planning Counselor (CRPC) designation, specializing in comprehensive financial strategies.

Outside of his direct professional duties, Matthew maintains a strong interest in financial markets, demonstrated by his engagement with publications like The Wall Street Journal. He also holds a lasting connection to his alma mater, The Johns Hopkins University, indicating a value for continued learning and institutional affinity.

He holds the Chartered Retirement Planning Counselor (CRPC®) certification, signifying specialized expertise in retirement financial planning.

Personality Overview

Judgemental

ROI Conscious

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Retirement Planning
Holds the specialized Chartered Retirement Planning Counselor (CRPC) designation, showing a professional focus on helping clients prepare for their financial future.
Client Development
His career progression into a supervisor role in client development highlights a focus on building and managing long-term client relationships.
Investment Services
Has a long history at T. Rowe Price in roles like Investment Specialist, indicating a foundational knowledge of investment products and services.

Media Appearances

Matthew has no verified media appearances

Work History

6-2019
Client Development Work Place Supervisor at T. Rowe Price
9-2017
Advice Delivery Client Specialist at T. Rowe Price
10-2016 - 9-2017
Investment Specialist at T. Rowe Price
8-2015 - 10-2016
Retail Investment Services Associate at T. Rowe Price

Education

Master of Business Administration (M.B.A.) from The Johns Hopkins University - Carey Business School
2007 - 2008
Graduate Certificate from The Johns Hopkins University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Baltimore City County, Maryland, United States Job Level : Junior Designation : Client Development Work Place Supervisor at T. Rowe Price
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Matthew

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • Their decision making speed is somewhere in the middle.
  • Can Matthew take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Matthew

Personality Compatibility


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