Roberto Borghans

Observer
DISC Type : ci

Chief of Staff Office at Bank of America

New York, New York, United States

Overview

Roberto Borghans is part of the Chief of Staff Office for Global Banking at Bank of America, where he has advanced through roles in investment banking and strategy. He holds a BSc from Indiana Universitys Kelley School of Business and has Series 79 and Series 63 certifications.

Outside of his primary role, Roberto is committed to community and professional development. He has contributed his expertise by serving on the Board of Directors for the Hispanic Finance Association, an organization dedicated to advancing Hispanic professionals in the finance industry.

Unique fact: He has taken on leadership roles outside his corporate responsibilities, including serving on a non-profit board.

Personality Overview

Assertive

Curious

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  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.

Topics They Care About

Global Investment Banking
His career at Bank of America has been entirely within the Global Corporate & Investment Banking division, from analyst to a strategic Chief of Staff role.
Banking Strategy
His experience as a Strategy, Technology & Transformation Associate indicates a focus on the operational and technological future of banking.
Hispanic Professional Advancement
Demonstrated through his service on the Board of Directors for the Hispanic Finance Association, showing a passion for diversity and inclusion in finance.

Media Appearances

Roberto has no verified media appearances

Work History

6-2024
Chief of Staff Office at Bank of America
6-2024
Strategy, Technology & Transformation Associate at Bank of America
7-2022 - 6-2024
Investment Banking Analyst at Bank of America
6-2021 - 5-2022
Board of Directors at Hispanic Finance Association
6-2021 - 8-2021
Investment Banking Summer Analyst at Bank of America

Education

2018 - 2022
BSc from Indiana University - Kelley School of Business
Education details unavailable from IE Business School

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : N/A Designation : Chief of Staff Office at Bank of America
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Insights For Selling To Roberto

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roberto is

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

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

Insights For Deal Planning

    How fast (or slow) will Roberto move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Roberto take some risk or not?

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

You And Roberto

Personality Compatibility


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