Rod Werner

Evaluator
DISC Type : Scd

Head of Technology and Venture Capital Banking at Axos Bank

Palo Alto, California, United States

Overview

Rod Werner is the Head of Technology and Venture Capital Banking at Axos Bank, leveraging deep experience from previous leadership roles at City National Bank and Comerica Bank. A graduate of San José State University, he is described by colleagues as astute, responsive, and creative, with a strong focus on supporting venture-backed companies.

Outside of his formal role, Rod actively cultivates relationships within the investment community. He co-hosts exclusive networking events for venture capitalists, private equity partners, and CEOs at high-end venues, demonstrating a commitment to building a strong professional network and fostering industry connections.

When he moved to Axos Bank to launch its new division, his entire team of ten loyal professionals who had worked together for decades joined him.

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Venture Capital Banking
His entire career is focused on providing specialized banking services and structured loans to venture capital firms and their portfolio companies at all stages of growth.
Team Leadership
He brought his entire team of ten seasoned professionals with him from City National Bank to Axos Bank, demonstrating significant team loyalty and leadership.
The Innovation Economy
His division at Axos Bank is built to support the "innovation economy, " with a specific focus on Software, AI, Fintech, and Healthcare IT sectors.

Media Appearances

Rod has no verified media appearances

Work History

8-2024
Head of Technology and Venture Capital Banking at Axos Bank
11-2012 - 8-2024
Managing Director | Head of Technology Banking Division at City National Bank
1-1997 - 3-2000
Corporate Middle Market Banking Officer at Comerica Bank
12-1995 - 1-1997
Senior Credit Analyst at Comerica Bank
8-1993 - 11-2012
Senior Vice President & Assistant Group Manager of Venture Capital Group at Comerica Bank

Education

1990 - 1993
BS from San José State University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Palo Alto, California, United States Job Level : Mid-senior Designation : Head of Technology and Venture Capital Banking at Axos Bank
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Insights For Selling To Rod

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rod is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Rod

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Rod move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Rod take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Rod

Personality Compatibility


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