Alexander Zurflueh, CFA

Observer
DISC Type : ic

Vice President, Institutional Relationship Management at Wellington Management

Los Angeles, California, United States

Overview

Alexander has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Alexander has no verified topics they care about

Media Appearances

Alexander has no verified media appearances

Work History

10-2011
Vice President, Institutional Relationship Management at Wellington Management
8-2005 - 9-2011
Officer, Investment Performance & Analytics at State Street Investment Analytics
2003 - 2005
Portfolio Accountant at State Street
Portfolio Accountant at State Street

Education

1999 - 2003
Bachelor of Business Administration (BBA) from Isenberg School of Management, UMass Amherst
1999 - 2003
B.A. from University of Massachusetts Amherst

More Information

Social Presence :

Prographics :

Exp : 23 Location : Los Angeles, California, United States Job Level : Senior Designation : Vice President, Institutional Relationship Management at Wellington Management
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Insights For Selling To Alexander

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alexander is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Alexander

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Alexander move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Alexander take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Alexander

Personality Compatibility


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