Todd Engemoen, CFA

Questioner
DISC Type : c

President and CEO at R Bank Texas

Austin, Texas, United States

Overview

Todd has no verified overview

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Todd has no verified topics they care about

Media Appearances

Todd has no verified media appearances

Work History

6-2024
President and CEO at R Bank Texas
2-2016 - 5-2024
Chief Financial Officer at VeraBank
5-2014 - 2-2016
Senior Vice President - Financial and Strategic Planning at VeraBank
4-2010 - 5-2014
Managing Director at SAMCO Capital Markets
10-2007 - 4-2010
Vice President at Commerce Street Capital, LLC

Education

2012 - 2014
Master of Business Administration (M.B.A.) from The University of Texas at Austin
2006 from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 19 Location : Austin, Texas, United States Job Level : Leadership Designation : President and CEO at R Bank Texas
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Todd

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Todd take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Todd

Personality Compatibility


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