Richard Warren, CEPA in

Richard Warren, CEPA

Questioner · DISC type c
Private Banker at First Citizens Bank
📍 Atlanta, Georgia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
13 Years
Current Role
Private Banker
Location
Atlanta, Georgia, United States
Personality Overview

How Richard shows up

Cautious & Analytical
Systematic
Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Richard cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

6-2020
Private Banker
First Citizens Bank
12-2019 - 7-2020
Regional Commercial Real Estate Portfolio Manager
Truist
10-2017 - 12-2019
Commercial Real Estate Portfolio Manager
BB&T
9-2015 - 9-2017
Commercial Relationship Manager
BB&T
5-2015 - 8-2015
Commercial Real Estate Sales and Services Officer, AVP
BB&T
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2009 - 2011
Bachelor of Science
Auburn University
2008 - 2009
Education details unavailable
Southern Union State Community College
2007 - 2008
Education details unavailable
Valdosta State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other First Citizens Bank Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Richard. Free, 10 seconds.