Richard Leon, MBA

Questioner
DISC Type : c

Vice President, ESG Data Manager at SMBC Group

Huntington, New York, United States

Overview

Richard has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Value Seeker

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Richard has no verified topics they care about

Media Appearances

Richard has no verified media appearances

Work History

6-2025
Vice President, ESG Data Manager at SMBC Group
7-2022 - 6-2025
Second Vice President, Enterprise Data Quality Manager at Flagstar Bank
11-2021 - 8-2022
AVP, Enterprise Data Quality Manager at Flagstar Bank
7-2021 - 11-2021
AVP, Senior Enterprise Data Analyst at Flagstar Bank
1-2017 - 9-2017
Manager, Wealth & Investment Management Finance Risk at Morgan Stanley

Education

2009 - 2011
Master Business Administration from Iona University
Bachelors of Arts from University at Albany, State University of New York

More Information

Social Presence :

Prographics :

Exp : 8 Location : Huntington, New York, United States Job Level : Senior Designation : Vice President, ESG Data Manager at SMBC Group
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Richard

  • 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 Richard move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Richard take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Richard

Personality Compatibility


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