Richard Shakarchi

Commander
DISC Type : D

Principal at illume Strategy & Analytics

New York City Metropolitan Area, United States

Overview

Richard Shakarchi is a data analytics executive and Principal at illume Strategy & Analytics, specializing in driving business growth through data-driven, customer-centric strategies. With a Ph. D. from The Ohio State University, his career includes senior roles at Citizens, TD Ameritrade, and E*TRADE. Colleagues describe him as bright, insightful, and a true knowledge professional.


He was a finalist for the ANA Genius Award for his work in Data and Analytics Storytelling.

Personality Overview

Decisive

Very Quick

Candid & Clear

They prefer to move quickly, and expect the same from others.  They do not care very much about building rapport or relationships. They respond well to strong and respectful communication.

Topics They Care About

Data-Driven Growth
His focus is on helping companies leverage data analytics and insights to accelerate business growth and has helped generate over $15B in incremental assets.
Marketing Analytics
He has extensive experience leading Marketing Analytics, Insights, and CRM teams at major financial corporations like TD Ameritrade and Citizens.
Customer Experience
His work involves improving customer experiences that drive growth, and he previously led CX Analytics at Citizens.

Media Appearances

Richard has no verified media appearances

Work History

2025
Principal at illume Strategy & Analytics
2021 - 2024
SVP, Head of Marketing, Digital, and CX Analytics at Citizens
11-2014 - 1-2021
Managing Director, Marketing Analytics, Insights, and CRM at TD Ameritrade
4-2014 - 11-2014
Vice President, Insights & Analytics at E*TRADE Financial Corporation
3-2011 - 3-2014
Director, Market Research at E*TRADE Financial Corporation

Education

PhD from The Ohio State University
B.S. from Brooklyn College

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Principal at illume Strategy & Analytics
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Make sure that you circle back fast on any action items, it wins their trust
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Richard

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • If convinced, they can reach decisions quite fast.
  • Can Richard take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Richard

Personality Compatibility


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