Pete Chilian

Questioner
DISC Type : c

President & Chief Investment Officer at Tolleson Wealth Management

Dallas, Texas, United States

Overview

Pete has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Pete has no verified topics they care about

Media Appearances

Pete has no verified media appearances

Work History

2-2025
President & Chief Investment Officer at Tolleson Wealth Management
11-2024
Board Member at Tolleson Wealth Management
5-2024 - 2-2025
Managing Director & Head of Texas Coverage at BDT & MSD Partners
8-2003 - 5-2024
Managing Director & Region Head at J.P. Morgan
10-1997 - 6-2001
Capital Markets Associate at Guaranty Bank (now PNC)

Education

2001 - 2003
Master of Business Administration (M.B.A.) from The University of Texas at Austin
1993 - 1997
Bachelor of Business Administration (B.B.A.) from Southern Methodist University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Dallas, Texas, United States Job Level : Leadership Designation : President & Chief Investment Officer at Tolleson Wealth Management
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Insights For Selling To Pete

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pete is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Pete

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Pete move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Pete take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Pete

Personality Compatibility


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