Rick Cassidy, CWS®️,CFM®️

Critic
DISC Type : C

Chief Development Officer at Bank OZK

Tampa, Florida, United States

Overview

Rick has no verified overview

Personality Overview

Negotiator

Precise

Objective Thinker

They enjoy working alone and do not rely on others very often.  They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Rick has no verified topics they care about

Media Appearances

Rick has no verified media appearances

Work History

4-2024 - 12-2025
Chief Development Officer at Bank OZK
1-2023 - 3-2024
Senior Vice President, Private Wealth Advisor at U.S. Bank
11-2019 - 1-2023
Senior Vice President, Wealth Advisor at Hancock Whitney
5-2016 - 11-2019
Vice President, Wealth Advisor at Regions Bank
5-2014 - 5-2016
Vice President, Client Advisor at SunTrust

Education

Bachelor of Arts (B.A.) from University of Vermont
Semester Abroad from University of Stirling

More Information

Social Presence :

Prographics :

Exp : 11 Location : Tampa, Florida, United States Job Level : N/A Designation : Chief Development Officer at Bank OZK
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be formal and objective, they will appreciate it more
  • Tell them what ROI they can expect

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Rick

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Rick move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Rick take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Rick

Personality Compatibility


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