Rich Trace

Captain
DISC Type : DS

Product Leader at Beem Credit Union

Calgary, Alberta, Canada

Overview

Rich has no verified overview

Personality Overview

Decisive But Calm

Output-Driven

Consummate Professional

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Rich has no verified topics they care about

Media Appearances

Rich has no verified media appearances

Work History

11-2025
Product Leader at Beem Credit Union
1-2024 - 5-2025
Head of Product at MoveBuddy
6-2023
Founder | Fractional Head of Product at Inertia Into Momentum
4-2022 - 12-2023
Head of Product - MoveSnap at RBCx
1-2021 - 4-2022
Vice President - Lending Solutions at CUNA Mutual Group

Education

Executive Education Program from Cornell University
MBA from Edgewood University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Calgary, Alberta, Canada Job Level : Leadership Designation : Product Leader at Beem Credit Union
URL has been copied!

Insights For Selling To Rich

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Focus on the results that your product produces, expect some strategic questions in return
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rich is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Rich

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Rich move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Rich take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Rich

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.