Alexander Carver IV, CEPA

Questioner
DISC Type : c

Senior Wealth Strategy Associate at UBS

New York City Metropolitan Area, United States

Overview

Alexander Carver IV is a Senior Wealth Strategy Associate at UBS, where he has grown from a Client Service Associate. A graduate of Salve Regina University and a Certified Exit Planning Advisor (CEPA), he focuses on crafting holistic, integrated wealth management plans for clients.

Outside of work, Alexander is a former collegiate athlete who is passionate about personal growth and physical fitness. He actively seeks out uncomfortable situations to foster development, such as joining a running club despite not being a runner, and is focused on his physical recovery and training.

Unique fact: He is focused on the philosophy of working "smarter not harder," rereading books like "10x is Easier Than 2x" to improve his personal efficiency.

Personality Overview

Value Seeker

Systematic

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wealth & Exit Planning
As a Senior Wealth Strategy Associate and a Certified Exit Planning Advisor (CEPA), he specializes in creating comprehensive financial strategies for clients.
Personal Efficiency
He is actively focused on working "smarter not harder" and is applying principles from books like "10x is Easier Than 2x" to his work and life.
Physical Resilience
After a recent accident, he has shown immense dedication to his recovery, undertaking a rigorous training and physical therapy schedule to regain full strength and mobility.

Media Appearances

Alexander has no verified media appearances

Work History

10-2023
Senior Wealth Strategy Associate at UBS
6-2021 - 10-2023
Wealth Strategy Associate at UBS
6-2019 - 6-2021
Client Service Associate at UBS
5-2018 - 8-2018
Summer Analyst at CM Finance
9-2017 - 6-2019
Vice President at Student Government Association at Salve Regina University

Education

2015 - 2019
Bachelor of Science - BS from Salve Regina University
2011 - 2015
High School Diplima from Northern Valley Regional High School at Old Tappan

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Senior Wealth Strategy Associate at UBS
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Insights For Selling To Alexander

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alexander is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Alexander

  • 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 Alexander move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Alexander take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Alexander

Personality Compatibility


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