Stephen Raffaele, CFA

Evaluator
DISC Type : csd

CEO & President at American Bank, N.A.

Austin, Texas, United States

Overview

Stephen has no verified overview

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  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

Topics They Care About

Stephen has no verified topics they care about

Media Appearances

Stephen has no verified media appearances

Work History

1-2019
CEO & President at American Bank, N.A.
9-2016 - 12-2018
President & Chief Operating Officer at American Bank, N.A.
5-2014 - 8-2016
CEO & President at MSC Asset Management, LLC
1-2015 - 5-2016
Managing Director, Chief Financial Officer & Chief Strategy Officer at RGT Wealth Advisors
9-2009 - 5-2014
SEVP, Chief Financial Officer & Chief Operations Officer at The F&M Bank & Trust Company

Education

1984 - 1988
BA from Baylor University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Austin, Texas, United States Job Level : Leadership Designation : CEO & President at American Bank, N.A.
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Insights For Selling To Stephen

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen is

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

  • 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 Stephen move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Stephen 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 Stephen

Personality Compatibility


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