Robert Van Allen, CIMA®, CAIA®

Critic
DISC Type : C

Branch Manager at Cetera Financial Group

Renton, Washington, United States

Overview

Robert has no verified overview

Personality Overview

Critic

Information Seeker

ROI Driven

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

1-2025
Branch Manager at Cetera Financial Group
11-2023 - 1-2025
Director - Wealth Management at TruWest Credit Union
10-2019 - 11-2023
Senior Vice President, Investor Center Manager at Bank of the West
5-2014 - 9-2019
Sales Desk Manager at Voya Investment Management
2-2009 - 2-2014
Investment Associate at UBS

Education

2005 - 2006
MBA from Arizona State University, W. P. Carey School of Business
1994 - 1998
BS from Arizona State University, W. P. Carey School of Business

More Information

Social Presence :

Prographics :

Exp : 16 Location : Renton, Washington, United States Job Level : Middle Designation : Branch Manager at Cetera Financial Group
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

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

  • 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 Robert move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Robert take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Robert

Personality Compatibility


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