Alex Watts, MBA

Critic
DISC Type : C

Senior Vice President at Merrill Lynch

Atlanta Metropolitan Area, United States

Overview

Alex Watts is a Senior Vice President at Merrill Lynch with a history at J. P. Morgan and GenSpring. He specializes in providing customized investment, credit, and banking services to high-net-worth families and institutions. Alex holds an MBA from Georgia State University and a BA from Emory University.

Outside of his financial career, Alex is actively involved with the Emory Entrepreneur Network, championing alumni who are innovating across various industries. He also shows a keen interest in local community investment and resilience projects, such as the development of Cook Park in Atlanta.

He once helped grow a firms book of business to $10. 5M in revenue.

Personality Overview

Negotiator

Precise

ROI Driven

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Wealth Management
His career at Merrill Lynch and J. P. Morgan has focused on providing customized investment, credit, and estate planning services for high-net-worth clients ($5M+).
Entrepreneurship Support
He is actively involved with the Emory Entrepreneur Network Board and promotes their annual awards, showing a passion for innovation and alumni ventures.
Business Development
At a previous firm, he helped implement a client acquisition strategy across 15 offices that resulted in growing the business to $10. 5M in revenue.

Media Appearances

Alex has no verified media appearances

Work History

12-2015
Senior Vice President at Merrill Lynch
12-2015
Assistant Vice President at Merrill Lynch
1-2013 - 12-2015
Banker at J.P. Morgan
1-2008 - 1-2013
Investment Analyst at GenSpring - SunTrust Private Wealth
Investment Analyst at GEORGE M. HILLER COMPANIES, LLC

Education

2000 - 2004
BA from Emory University
2006 - 2008
MBA from Georgia State University - J. Mack Robinson College of Business

More Information

Social Presence :

Prographics :

Exp : 17 Location : Atlanta Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President at Merrill Lynch
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Alex

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Alex take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Alex

Personality Compatibility


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