Zach Schwartz

Evaluator
DISC Type : CDS

Private client banker at Jp Morgan Chase Bank N.A.

Charleston, South Carolina, United States

Overview

Zach has no verified overview

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Zach has no verified topics they care about

Media Appearances

Zach has no verified media appearances

Work History

4-2025
Private client banker at Jp Morgan Chase Bank N.A.
3-2023
Relationship Banker at Jp Morgan Chase Bank N.A.
7-2021 - 8-2022
Business Development Manager at RTS Financial
9-2020 - 7-2021
Business Development Associate at RTS Financial
6-2018 - 9-2020
Team Coordinator at RTS Financial

Education

2017 - 2018
Master of Science - MS from West Virginia University
2012 - 2017
Education details unavailable from West Virginia University
2012 - 2017
Bachelor's Degree from West Virginia University
Education details unavailable from Century High School
Education details unavailable from Century High School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Charleston, South Carolina, United States Job Level : N/A Designation : Private client banker at Jp Morgan Chase Bank N.A.
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Insights For Selling To Zach

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zach is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Zach

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Zach move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Zach take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Zach

Personality Compatibility


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