Paul R. Renken

Examiner
DISC Type : cs

Co-Founder and Chief Operating Officer at Advintro

New York City Metropolitan Area, United States

Overview

Paul Renken is the Co-Founder and Chief Operating Officer of Advintro, a firm that helps fintech companies scale through fractional sales and strategic go-to-market support. His extensive career includes senior sales and leadership roles at Tradeweb, Folio Investing, and E*TRADE, focusing on wealth management technology and enterprise solutions.

He is a graduate of the University of St. Thomas, holding a Bachelor of Business Administration. While his public profile is focused on his professional achievements in the financial technology sector, his long tenure and continued interest in former employers like E*TRADE suggest a deep passion for the industrys evolution.

Paul holds five distinct FINRA securities licenses (Series 7, 24, 53, 63, and 66), showcasing a rare depth of expertise in financial market regulations.

Personality Overview

Overcautious

Late Adopter

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Fintech Scaling
As Co-Founder of Advintro, his primary role is to help fintech firms accelerate growth, shorten sales cycles, and establish a strong market presence.
Go-to-Market Strategy
His firm specializes in establishing and executing effective go-to-market strategies, a key area of his professional focus and expertise.
Wealth Management Tech
His career at E*TRADE, Tradeweb, and Folio Investing was centered on developing and selling technology platforms and tools for the wealth management industry.

Media Appearances

Paul has no verified media appearances

Work History

12-2019
Co-Founder and Chief Operating Officer at Advintro
6-2020
Global Sales and Partnership Development at YourStake
2-2019 - 11-2019
Enterprise Sales and Relationship Management at Folio Investing
1-2014 - 2-2018
Head of Advisor Tools & Portfolio Analytics and Enterprise Sales at Tradeweb
1-2006 - 7-2013
VP - Relationship Management of E*TRADE Securities & EVP of E*TRADE Capital Management at E*TRADE

Education

Bachelor of Business Administration (B.B.A.) from University of St. Thomas

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Co-Founder and Chief Operating Officer at Advintro
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Insights For Selling To Paul R.

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul R. is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Paul R.

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Paul R. move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Paul R. take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Paul R.

Personality Compatibility


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