Aaron Moulton

Judge
DISC Type : Dc

Managing Partner / Branch Manager / Financial Advisor at Cedar Creek Wealth Management

Greater Seattle Area, United States

Overview

Aaron has no verified overview

Personality Overview

Features Driven

Generally Skeptic

Demanding

They prefer to be the ones controlling the conversation or defining the terms.  They like to move fast and expect the same from others. They respond well to strong and respectful communication.

Topics They Care About

Aaron has no verified topics they care about

Media Appearances

Aaron has no verified media appearances

Work History

3-2024
Managing Partner / Branch Manager / Financial Advisor at Cedar Creek Wealth Management
6-2010 - 1-2015
Resident EMT - Emergency Medical Technician at Maple Valley Fire & Life Safety
2-2001 - 3-2024
Managing Director - Branch Manager at Wells Fargo Advisors
4-1997 - 11-2000
Reserve Fire Fighter / EMT at Eastside Fire & Rescue
5-1996 - 2-2001
Vice President - Investments at Morgan Stanley

Education

1992 - 1996
Finance from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Seattle Area, United States Job Level : Middle Designation : Managing Partner / Branch Manager / Financial Advisor at Cedar Creek Wealth Management
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Insights For Selling To Aaron

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Refer to testimonials from well-known industry leaders

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaron is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Aaron

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Aaron move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Aaron take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Aaron

Personality Compatibility


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