Nick Simonetti, CFA

Judge
DISC Type : Dc

Lead Credit Analyst at Texas Exchange Bank

Dallas, Texas, United States

Overview

Nick has no verified overview

Personality Overview

Features Driven

Objective Thinker

Quality Focused

They like to stay in control of the negotiation or defining of the terms.  They put a lot of effort into ensuring personal success. They are less concerned about the product and more about its potential impact.

Topics They Care About

Nick has no verified topics they care about

Media Appearances

Nick has no verified media appearances

Work History

5-2024 - 4-2025
Lead Credit Analyst at Texas Exchange Bank
4-2023 - 4-2025
Credit Analyst at Q Investments
1-2021 - 4-2023
Associate at Truist Securities
7-2020 - 1-2021
Principal at Simonetti Advisors
1-2020 - 5-2020
MBA Intern at Victory Park Capital Advisors

Education

2018 - 2020
Master of Business Administration - MBA from The University of Chicago Booth School of Business
2010 - 2014
Bachelor of Science (BS) from Rice University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Dallas, Texas, United States Job Level : N/A Designation : Lead Credit Analyst at Texas Exchange Bank
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Insights For Selling To Nick

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Refer to testimonials from well-known industry leaders

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nick is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Nick

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Nick move?

  • If convinced, they can reach decisions quite fast.
  • Can Nick take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Nick

Personality Compatibility


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