Adam Kilgus

Energizer
DISC Type : I

Senior Trade Interface Specialist at Envestnet, Inc

Denver, Colorado, United States

Overview

Adam has no verified overview

Personality Overview

Big Picture Person

Enthusiastic

Informal

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care About

Adam has no verified topics they care about

Media Appearances

Adam has no verified media appearances

Work History

5-2022
Senior Trade Interface Specialist at Envestnet, Inc
6-2016 - 5-2022
Interface Specialist at Envestnet, Inc
12-2013 - 6-2016
Tech Lead - Portfolio Administration Quality Management at Envestnet, Inc
6-2000 - 6-2005
Senior Operations Specialist/Broker at Charles Schwab
Carpenter/Framer at Peak 10 Ventures

Education

BS from Millikin University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Denver, Colorado, United States Job Level : Junior Designation : Senior Trade Interface Specialist at Envestnet, Inc
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Invite them for a lunch or a drink/coffee
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid overloading them with too much detail
  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Adam

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Adam take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Adam

Personality Compatibility


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