Alan Wilson

Enthusiast
DISC Type : i

Senior Vice President-SBA Portfolio Manager at Fulton Bank

Pottstown, Pennsylvania, United States

Overview

Alan has no verified overview

Personality Overview

Consensus Focused

Non-Confrontational

Optimistic

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Alan has no verified topics they care about

Media Appearances

Alan has no verified media appearances

Work History

2015
Senior Vice President-SBA Portfolio Manager at Fulton Bank
2006 - 2015
SVP- Portfolio Manager at Susquehanna Bank
1998 - 2005
Managing Director, Small Business Lending at The Reinvestment Fund
1989 - 1998
Vice President-Community Development Lending at CoreStates Bank

Education

1980 - 1982
Master in City Planning from Massachusetts Institute of Technology
1978 - 1980
Bachelor of Arts (B.A.) from Harvard University

More Information

Social Presence :

Prographics :

Exp : 37 Location : Pottstown, Pennsylvania, United States Job Level : Middle Designation : Senior Vice President-SBA Portfolio Manager at Fulton Bank
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Speak from experience about success that the product has seen with other customers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Alan

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Alan take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Alan

Personality Compatibility


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