Susan Peterson, SPHR

Examiner
DISC Type : cs

Head of Business Strategy & Initiatives | U.S. Wealth Management at BMO

United States

Overview

Susan has no verified overview

Personality Overview

Overcautious

Status Quo Seeker

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Topics They Care About

Susan has no verified topics they care about

Media Appearances

Susan has no verified media appearances

Work History

4-2026
Head of Business Strategy & Initiatives | U.S. Wealth Management at BMO
6-2025
U.S. Head of Human Resources | U.S. Technology & Operations, Corporate Areas & Wealth Management at BMO
2-1997
Vice President - HR at BMO
2-1997
HR Director & Sr. Human Resources Business Partner at BMO Financial Group
2-1997
Sr HR Business Partner at M&I, Part of BMO Financial Group

Education

1992 - 1995
Bachelor's degree from Bemidji State University

More Information

Social Presence :

Prographics :

Exp : 29 Location : United States Job Level : Mid-senior Designation : Head of Business Strategy & Initiatives | U.S. Wealth Management at BMO
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Insights For Selling To Susan

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susan is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Susan

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Susan move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Susan take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Susan

Personality Compatibility


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