Robert Latin, MBA

Questioner
DISC Type : c

Registered Representative at NYLIFE Securities, LLC

Greater Houston, United States

Overview

Robert is a financial services professional with NYLIFE Securities, leveraging a background in regulatory operations and finance strategy at major firms like Deutsche Bank and Mizuho. He holds an MBA from East Texas A&M University and specializes in designing investment strategies and retirement solutions for his clients.

Based in the Houston area, Robert has academic roots in Texas and Arkansas. He has publicly expressed his gratitude and respect for military veterans, honoring their courage and sacrifice. This suggests a strong appreciation for service and community values.

His career path shows a unique transition from executive-level finance and regulatory roles at global banks to a client-focused financial advisory position.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

Investment Strategies
Designs effective investment strategies for clients by assessing their financial goals, risk tolerance, and current market trends.
Retirement Solutions
Focuses on developing tailored solutions for clients that include retirement planning, income protection, and various insurance options.
Financial Regulation
Has an extensive background in regulatory operations and finance strategy from his time at Deutsche Bank, Mizuho, and Macquarie Group.

Media Appearances

Robert has no verified media appearances

Work History

8-2025
Registered Representative at NYLIFE Securities, LLC
4-2025 - 9-2025
Licensed Financial Professional at New York Life Insurance Company
7-2023 - 5-2025
Regulatory Operations Executive at Macquarie Group
6-2021 - 7-2023
Assistant Vice President - Finance Strategy and Change at Mizuho
4-2018 - 6-2021
Assistant Vice President - Regulatory Reporting at Deutsche Bank

Education

2005 - 2010
BSBA from University of Arkansas
2012 - 2013
Master of Business Administration (MBA) from East Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Greater Houston, United States Job Level : Junior Designation : Registered Representative at NYLIFE Securities, LLC
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • 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.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Robert

  • 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 Robert move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Robert take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Robert

Personality Compatibility


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