Alexander Muckle

Captain
DISC Type : DS

Wealth Management Associate at Ogorek Wealth Management LLC

Buffalo, New York, United States

Overview

Alexander has no verified overview

Personality Overview

Decisive But Calm

Output-Driven

Long-Term Thinker

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Alexander has no verified topics they care about

Media Appearances

Alexander has no verified media appearances

Work History

9-2025
Wealth Management Associate at Ogorek Wealth Management LLC
5-2025 - 9-2025
Senior Vice President-Head of NAM Fixed Income Sales Support at Citi
1-2022 - 5-2025
Vice President—Head of NAM Cash Sales Support at Citi
7-2017 - 12-2021
Intermediate Transaction Capture Analyst at Citi
12-2016 - 4-2017
Financial Representative Intern at Northwestern Mutual

Education

2013 - 2017
Bachelor of Economics from SUNY Geneseo
2013 - 2013
Education details unavailable from Genesee Community College

More Information

Social Presence :

Prographics :

Exp : 8 Location : Buffalo, New York, United States Job Level : N/A Designation : Wealth Management Associate at Ogorek Wealth Management LLC
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Insights For Selling To Alexander

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alexander is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Alexander

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Alexander move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Alexander take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Alexander

Personality Compatibility


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