Rob Oliver

Observer
DISC Type : ic

Managing Director, Private Equity at Citrin Cooperman

New York City Metropolitan Area, United States

Overview

Rob has no verified overview

Personality Overview

Example Seeker

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Rob has no verified topics they care about

Media Appearances

Rob has no verified media appearances

Work History

1-2026
Managing Director, Private Equity at Citrin Cooperman
4-2024 - 1-2026
Client Relationship Leader, Private Equity & Venture Capital at Citrin Cooperman
11-2023 - 2-2024
Principal, Global Services at CLA (CliftonLarsonAllen)
1-2023 - 11-2023
Director, Global Services at CLA (CliftonLarsonAllen)
1-2021 - 1-2023
Director, Business Development - Private Equity at CLA (CliftonLarsonAllen)

Education

BS from Post University
1989 - 1993
Education details unavailable from Holy Cross High School

More Information

Social Presence :

Prographics :

Exp : 20 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director, Private Equity at Citrin Cooperman
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Ask them questions to understand their needs better while staying affable
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Rob

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They like to analyze well and then make their decisions.
  • Can Rob take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Rob

Personality Compatibility


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