Albert Leshinsky

Questioner
DISC Type : c

Managing Director, Head of Corporate Development at Cresset

Woodcliff Lake, New Jersey, United States

Overview

Albert has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Albert has no verified topics they care about

Media Appearances

Albert has no verified media appearances

Work History

11-2025
Managing Director, Head of Corporate Development at Cresset
3-2025 - 11-2025
Senior Managing Director, Advisor Recruiting at Clearstead
10-2023 - 3-2025
Vice President, Head of JPMA Advisor Recruiting at J.P. Morgan
7-2023 - 10-2023
Deputy Head of Wealth Manager Recruiting, J.P. Morgan Wealth Management at J.P. Morgan
5-2020 - 7-2023
Vice President, Deputy Head of Wealth Manager Recruiting at First Republic Private Wealth Management

Education

2002 - 2006
BS from University of Maryland - Robert H. Smith School of Business

More Information

Social Presence :

Prographics :

Exp : 15 Location : Woodcliff Lake, New Jersey, United States Job Level : Mid-senior Designation : Managing Director, Head of Corporate Development at Cresset
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Insights For Selling To Albert

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Albert is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Albert

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Albert move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Albert take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Albert

Personality Compatibility


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