Tad Ota

Go-getter
DISC Type : d

Vice President/Managing Director of Incentives at OneMain Financial

Coatesville, Pennsylvania, United States

Overview

Tad has no verified overview

Personality Overview

Self-Confident

Decisive

Challenger

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Tad has no verified topics they care about

Media Appearances

Tad has no verified media appearances

Work History

7-2025
Vice President/Managing Director of Incentives at OneMain Financial
1-2023 - 8-2025
Head of Forecasting Center of Excellence at Vanguard
10-2009 - 1-2023
Vice President, Private Student Loan Marketing Analytics at Sallie Mae
11-2009
Risk Manager, Credit Card Loss Forecasting at Chase Card Services, Inc.
Risk Management Manager at Wells Fargo Auto Finance

Education

Bachelor of Science - BS from Penn State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Coatesville, Pennsylvania, United States Job Level : Mid-senior Designation : Vice President/Managing Director of Incentives at OneMain Financial
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Insights For Selling To Tad

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Tell them that you are there to help them create visible impact within their organization
  • Highlight the competitive differentiation of your product

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tad is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Tad

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Tad move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Tad take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Tad

Personality Compatibility


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