Trisha R.

Planner
DISC Type : Sc

SVP / Financial Advisor - Community Association Program at Pinnacle Financial Partners

United States

Overview

Trisha is a Senior Vice President and Financial Advisor at Pinnacle Financial Partners with nearly 25 years of experience in the banking sector. She specializes in cultivating relationships within the HOA and Property Management industry, focusing on delivering distinctive service and innovative growth solutions for her clients.

Outside of her professional life, Trisha is a proud mother who publicly celebrates the achievements of her daughter, Victoria. This suggests that family accomplishments are a significant source of personal pride and joy for her.

After spending nearly 19 years at Pacific Premier Bank, she made the significant decision to join Pinnacle Financial Partners.

Personality Overview

Disciplined

Inflexible

Slower Adopter

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

HOA Banking
Her career of almost 25 years is dedicated to managing banking relationships for the HOA and Property Management industry.
Client Growth
She expresses that helping management company clients access the capital they need to grow and thrive is a professional highlight.
Industry Networking
Actively attends industry events, such as CEO-MC, to connect with other professionals in her field.

Media Appearances

Trisha Romero | Pinnacle Financial Partners. Featured in Pinnacle Financial Partners

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Work History

8-2025
SVP / Financial Advisor - Community Association Program at Pinnacle Financial Partners
4-2007 - 8-2025
VP / HOA Relationship Manager at Pacific Premier Bank

Education

Trisha has no verified education history

More Information

Social Presence :

Prographics :

Exp : 18 Location : United States Job Level : Leadership Designation : SVP / Financial Advisor - Community Association Program at Pinnacle Financial Partners
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Insights For Selling To Trisha

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trisha is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Trisha

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Trisha move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Trisha take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Trisha

Personality Compatibility


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