Alan Imberman, CFA

Evaluator
DISC Type : CSD

Chief Financial Officer at Wealthfront

Dallas, Texas, United States

Overview

Alan has no verified overview

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

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 They are not very likely to become strong advocates of your product or service

Topics They Care About

Alan has no verified topics they care about

Media Appearances

Alan has no verified media appearances

Work History

4-2021
Chief Financial Officer at Wealthfront
7-2019 - 4-2021
Vice President of Finance & CFO of Wealthfront Brokerage at Wealthfront
5-2018 - 6-2019
Senior Director of Finance & CFO Wealthfront Brokerage at Wealthfront
1-2017 - 4-2018
Director of Finance at Wealthfront
7-2016 - 12-2016
Controller and Senior Manager of Finance at Wealthfront

Education

2012 - 2014
Master of Business Administration (MBA) from Texas McCombs School of Business
2000 - 2005
Finance from Naveen Jindal School of Management, UT Dallas

More Information

Social Presence :

Prographics :

Exp : 20 Location : Dallas, Texas, United States Job Level : Leadership Designation : Chief Financial Officer at Wealthfront
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • 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 Alan is

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

  • 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 Alan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Alan 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 Alan

Personality Compatibility


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