Paul Bruce

Observer
DISC Type : ic

Executive Vice President & Chief Financial Officer at Union Savings Bank - CT

New York City Metropolitan Area, United States

Overview

Paul Bruce is the Executive Vice President and Chief Financial Officer at Union Savings Bank, leveraging a deep background in finance from roles at Legacy Banks, Ernst & Young, and Deloitte. He earned his BBA from the University of Notre Dame and holds both Certified Internal Auditor (CIA) and Certified Management Accountant (CMA) certifications.

Beyond his executive role, Paul is actively involved in his local community. His engagement with charitable organizations demonstrates a commitment to contributing to the well-being of the region he serves.

Pauls dual certification as a CIA and CMA is a distinctive combination, highlighting his comprehensive expertise across both internal audit and management accounting.

Personality Overview

Curious

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally good communicators and can be hard to convince.

Topics They Care About

Bank Financial Strategy
As CFO, he is directly responsible for the bank's financial reporting, asset and liability management, and long-term strategic planning to ensure profitability and stability.
Community Banking
His career at Union Savings Bank and Legacy Banks indicates a focus on the success and financial health of local, community-oriented financial institutions.
Tax & Audit
His background as a Tax Manager at Ernst & Young and a Tax Specialist at Deloitte gives him deep expertise in corporate tax and accounting practices.

Media Appearances

Paul has no verified media appearances

Work History

5-2013
Executive Vice President & Chief Financial Officer at Union Savings Bank - CT
2001 - 2011
SVP & CFO at Legacy Banks
1990 - 1994
Tax Manager at Ernst & Young
1986 - 1990
Tax Specialist at Deloitte & Touche
SVP & CFO at Legacy Banks

Education

1982 - 1986
Bachelor of Business Administration - BBA from University of Notre Dame
Master of Business Administration - MBA from Western New England University

More Information

Social Presence :

Prographics :

Exp : 32 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Executive Vice President & Chief Financial Officer at Union Savings Bank - CT
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Paul

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Paul take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Paul

Personality Compatibility


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