Sam Bartholomew

Critic
DISC Type : C

Investment Banking Analyst at Ziegler

Nashville, Tennessee, United States

Overview

Sam has no verified overview

Personality Overview

Precise

Critic

Objective Thinker

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Sam has no verified topics they care about

Media Appearances

Sam has no verified media appearances

Work History

6-2025
Investment Banking Analyst at Ziegler
5-2024 - 6-2025
Healthcare Investment Banking M&A Intern at Ziegler
5-2023 - 9-2023
Summer Strategy Analyst at Shore Capital Partners
5-2022 - 8-2022
Programs Crew Member at JH Adventures
11-2021 - 1-2022
Project Manager Intern at Mountain Group Partners

Education

8-2021 - 6-2025
B.S. Finance from Wake Forest University
8-2015 - 5-2021
High School Diploma from Montgomery Bell Academy

More Information

Social Presence :

Prographics :

Exp : 5 Location : Nashville, Tennessee, United States Job Level : N/A Designation : Investment Banking Analyst at Ziegler
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

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

  • 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 Sam move?

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

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

You And Sam

Personality Compatibility


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