Tim Schwarzenberger, CFA

Sharpshooter
DISC Type : CD

Portfolio Manager | Director of Corporate Engagement at Inspire Investing

Boise, Idaho, United States

Overview

Tim has no verified overview

Personality Overview

Rigorous & Demanding

ROI Driven

Thorough Evaluator

They like to be in a position where they can control the conversation and terms.  More than the product, they care about the effectiveness of the product. They are very proud of what they do.

Topics They Care About

Tim has no verified topics they care about

Media Appearances

Tim has no verified media appearances

Work History

9-2021
Portfolio Manager | Director of Corporate Engagement at Inspire Investing
4-2018 - 8-2021
Managing Director - Investment Management at Christian Brothers Investment Services
11-2014 - 3-2018
Senior Director - Head of Portfolio Services at Christian Brothers Investment Services
1-2009 - 11-2014
Senior Investment Advisor at Christian Brothers Investment Services
11-2005 - 12-2008
Associate Investment Advisor & Information Specialist at Christian Brothers Investment Services

Education

B.B.A. in Finance with Spanish Minor from Idaho State University
Study Abroard Program from Pontificia Universidad Católica de Valparaíso

More Information

Social Presence :

Prographics :

Exp : 22 Location : Boise, Idaho, United States Job Level : Mid-senior Designation : Portfolio Manager | Director of Corporate Engagement at Inspire Investing
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Insights For Selling To Tim

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Be respectful but crisp

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don't try too hard to forge relationships with them
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tim is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Tim

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Tim move?

  • They can take decisions very fast if you manage to convince them.
  • Can Tim take some risk or not?

  • The risks don’t matter much to them.

You And Tim

Personality Compatibility


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