Takako Okada

Critic
DISC Type : C

Director, Head of Compliance Analytics, Monitoring, and Trade Surveillance at Charles Schwab

Atlanta Metropolitan Area, United States

Overview

Takako has no verified overview

Personality Overview

Precise

Objective Thinker

ROI Driven

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Takako has no verified topics they care about

Media Appearances

Takako has no verified media appearances

Work History

12-2023
Director, Head of Compliance Analytics, Monitoring, and Trade Surveillance at Charles Schwab
6-2022 - 12-2023
Director, Compliance Analytics at Charles Schwab
8-2020 - 6-2022
Vice President, Risk & Regulatory Execution at Truist Securities
12-2019 - 6-2022
Vice President, Risk and Regulatory Execution at SunTrust Robinson Humphrey
8-2018 - 12-2019
Vice President, Capital Markets Sales, Trading & Research at SunTrust Robinson Humphrey

Education

Master of Business Administration (MBA) from The Johns Hopkins University - Carey Business School
1994 - 1997
Bachelor of Arts (B.A.) from Notre Dame of Maryland University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Atlanta Metropolitan Area, United States Job Level : Mid-senior Designation : Director, Head of Compliance Analytics, Monitoring, and Trade Surveillance at Charles Schwab
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Insights For Selling To Takako

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be formal and objective, they will appreciate it more
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Takako is

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

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

Insights For Deal Planning

    How fast (or slow) will Takako move?

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

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

You And Takako

Personality Compatibility


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