Paul Forthman

Observer
DISC Type : ic

Director of Treasury Management at American National Bank of Texas

Dallas, Texas, United States

Overview

Paul has no verified overview

Personality Overview

Value Driven

Curious

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Paul has no verified topics they care about

Media Appearances

Paul has no verified media appearances

Work History

5-2025
Director of Treasury Management at American National Bank of Texas
4-2021 - 11-2024
SVP Treasury Solutions at Texas Capital Bank
4-2021 - 11-2024
Executive Director Treasury Solutions at Texas Capital Bank
11-2009 - 11-2019
Group Sales Manager at J.P. Morgan
4-2005 - 11-2009
Treasury Management Officer, Vice President at Wachovia Bank

Education

1991 - 1993
Bachelor's degree from East Texas State University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Dallas, Texas, United States Job Level : Mid-senior Designation : Director of Treasury Management at American National Bank of Texas
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Persuade objectively how your product will help them achieve their goals
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • 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 perform full analysis and can take time to make any decision.
  • Can Paul take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Paul

Personality Compatibility


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