Robert Schwartz

Energizer
DISC Type : I

Chief Financial Officer at The Thoreau Club

Sudbury, Massachusetts, United States

Overview

Robert is a seasoned CFO with over 25 years of experience, primarily in middle-market retail and service industries. His expertise covers a wide range including finance, strategy, operations, and investor relations. He holds an MBA from Babson College and is recognized for his leadership in challenging situations.

His career shows a deep immersion in the health and fitness sector, having been a co-owner and executive at Fitcorp before his current role at The Thoreau Club. Robert maintains a connection to his alma maters, Boston University and Babson College.

Beyond traditional finance duties, Robert was a key executive decision-maker in all aspects of his previous company, from strategy to customer relations.

Personality Overview

Believer

Relationship Oriented

Informal

They are friendly, approachable and love to make new connections.  They are really good at seeing what the long-term impacts of their decisions could be. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Financial Leadership
With over 25 years of experience, he has a proven track record of managing the full scope of financial and operational activities for multi-location companies.
Health & Fitness Industry
His career at both The Thoreau Club and Fitcorp demonstrates a long-term professional focus on the corporate health and fitness sector.
Strategic Business Growth
As a former co-owner, he was involved in all company-wide business decisions, including strategy, planning, sales, and marketing to drive growth.

Media Appearances

Robert has no verified media appearances

Work History

12-2013
Chief Financial Officer at The Thoreau Club
1-1988 - 11-2013
Senior Vice President & CFO at Fitcorp

Education

MBA from Babson College
BA from Boston University

More Information

Social Presence :

Prographics :

Exp : 37 Location : Sudbury, Massachusetts, United States Job Level : Leadership Designation : Chief Financial Officer at The Thoreau Club
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Share some stories about how you you have helped people in similar positions succeed
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Robert

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Robert take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Robert

Personality Compatibility


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