Thomas Ortiz

Observer
DISC Type : ci

Member Board of Directors at Episcopal Health Foundation

Manchaca, Texas, United States

Overview

Thomas has no verified overview

Personality Overview

Example Seeker

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Thomas has no verified topics they care about

Media Appearances

Thomas has no verified media appearances

Work History

4-2025
Member Board of Directors at Episcopal Health Foundation
5-2023
Director, Managing Partner at Workday
7-2021 - 5-2023
Principal Managing Partner at Workday
12-2020
Impact Investing Committee Member at Episcopal Health Foundation
1-2015 - 7-2021
Partner at Information Services Group

Education

Master of Public Affairs from The LBJ School of Public Affairs
Education details unavailable from Austin College

More Information

Social Presence :

Prographics :

Exp : 28 Location : Manchaca, Texas, United States Job Level : Mid-senior Designation : Member Board of Directors at Episcopal Health Foundation
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Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Thomas

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Thomas take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Thomas

Personality Compatibility


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