Roger K.

Critic
DISC Type : C

Senior Business Analyst & Project Manager at UBS

Norwalk, Connecticut, United States

Overview

Roger is a Senior Systems Analyst and Data Engineer at UBS with over 20 years of experience in the global financial industry. He specializes in wealth management, risk, and compliance, holding a BSc in Business Information Systems and a UBS Certified Engineer (Gold) certification.

He has a strong interest in technological innovation, particularly within the electric vehicle sector. He is also committed to continuous professional development, actively pursuing and sharing his achievements in new certifications from both UBS and Microsoft.

Unique fact: He has hands-on experience working in nine major international financial hubs, including Zurich, New York, Singapore, and London.

Personality Overview

Information Seeker

Negotiator

ROI Driven

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Financial Risk
His career is built on deep expertise in Credit & Market Risk, Compliance, and Operational Risk within the global financial sector.
Bridging Tech & Business
Excels at synthesizing deep analytical thinking with interpersonal skills to create solutions that serve both technical and business needs.
Continuous Learning
Actively pursues and shares his progress on certifications, recently achieving a "Gold" level, demonstrating a passion for upskilling.

Media Appearances

Roger has no verified media appearances

Work History

5-2001
Senior Business Analyst & Project Manager at UBS

Education

2001 - 2005
Business Information Systems (major in Business Engineering) from Fachhochschule Aargau, Switzerland
1995 - 1999
1998 from Kantonsschule am Burggraben St. Gallen

More Information

Social Presence :

Prographics :

Exp : 24 Location : Norwalk, Connecticut, United States Job Level : Mid-senior Designation : Senior Business Analyst & Project Manager at UBS
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Insights For Selling To Roger

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roger is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Roger

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Roger move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Roger take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Roger

Personality Compatibility


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