Robert Solomon

Energizer
DISC Type : I

Senior Vice President, Investment Banking at Maxim Group LLC

New York, New York, United States

Overview

Robert Solomon is a Senior Vice President in Investment Banking at Maxim Group LLC. He has progressed through the company, starting as an Analyst and moving up to his current senior role. A graduate of the College of Charleston, he has passed Level I of the CFA Program.


Robert has demonstrated significant career loyalty and growth, advancing from an Analyst to a Senior Vice President all within Maxim Group LLC.

Personality Overview

Relationship Oriented

Big Picture Person

Imaginative

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Investment Banking
He has dedicated his entire investment banking career to Maxim Group, rising from an analyst to a Senior Vice President within the same firm.
Financial Modeling
This was a core skill noted in his foundational roles as an analyst and associate, underpinning his expertise in finance and investment analysis.
Capital Markets
[Predicted] As an SVP in investment banking, he is inherently focused on helping companies access capital markets for growth and financing.

Media Appearances

Robert has no verified media appearances

Work History

1-2026
Senior Vice President, Investment Banking at Maxim Group LLC
12-2023 - 2-2026
Vice President, Investment Banking at Maxim Group LLC
6-2023 - 12-2023
Investment Banking Associate at Maxim Group LLC
5-2021 - 6-2023
Investment Banking Analyst at Maxim Group LLC
6-2019 - 5-2021
Wealth Management at Merrill Lynch

Education

Education details unavailable from Passed Level I of the CFA Program
2014 - 2019
Bachelor's Degree from College of Charleston

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York, New York, United States Job Level : Leadership Designation : Senior Vice President, Investment Banking at Maxim Group LLC
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk anecdotally about the customer experience that your product offers
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Robert

  • They are unlikely to 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 fastest decision makers, their friendly approach can give false positive signals.
  • Can Robert take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Robert

Personality Compatibility


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