William Hinz

Questioner
DISC Type : c

CEO at CRV, LLC-Private Family Office

Manhattan Beach, California, United States

Overview

William Hinz is a visionary leader in private banking and financial services, with a track record of founding, capitalizing, and leading multiple private banks. A graduate of Loyola Marymount University, he specializes in creating exclusive financial ecosystems for high-net-worth individuals and family offices. Colleagues describe him as smart, focused, and outgoing.

Inspired by his father, a banker who supported local entrepreneurs, William is passionate about fostering business growth. This is reflected in his community involvement and support for entrepreneurial networks. Outside of work, he maintains a connection to his alma mater, fondly remembering its notable basketball history.

He successfully founded and grew three separate de novo private banks in Arizona, New Mexico, and California, raising significant capital for each.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

They prefer to do thorough analysis of any situation.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Capital Raising
A core expertise demonstrated by successfully capitalizing multiple de novo banks and consistently mentioned in his professional history.
Private Banking
He has founded and served as CEO for several private banks, including Western National Bank, catering specifically to ultra-high-net-worth clients.
Entrepreneurship
He was inspired by his banker father's work with entrepreneurs and has a history of supporting business networks and founding his own companies.

Media Appearances

William has no verified media appearances

Work History

1-2010
CEO at CRV, LLC-Private Family Office
1-2005 - 1-2010
Chairman & CEO at Western National Bank
1-1998 - 1-2003
Founder & CEO at Sunrise Bank & Sunrise Capital Corporation
1-1996 - 1-1998
Senior Vice President & Community Liaison at Bank of Arizona/Wells Fargo
1-1993 - 7-1996
SBA Commercial Real Estate Lender at Bank of Commerce

Education

1984 - 1988
Bachelor's degree from Loyola Marymount University
1980 - 1984
Education details unavailable from Salpointe Catholic High School

More Information

Social Presence :

Prographics :

Exp : 30 Location : Manhattan Beach, California, United States Job Level : Leadership Designation : CEO at CRV, LLC-Private Family Office
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from William

  • 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 William move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can William take some risk or not?

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


You And William

Personality Compatibility


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