Alexis Newhall

Energizer
DISC Type : I

Sageworks System Administrator at Bank of Stockton

Lodi, California, United States

Overview

Alexis Newhall is the Sageworks System Administrator for the Bank of Stockton. A finance major from Sacramento States College of Business and Bloomberg certified, she has a strong foundation in calculus, statistics, and financial management. She actively sought real-world experience during her studies, participating in finance conferences to network with industry leaders.

Outside of her finance career, Alexis has extensive experience in the restaurant industry as an assistant manager and mixologist. These roles honed her skills in customer satisfaction, team collaboration, and performing under pressure. She has a stated interest in financial news, following publications like The Wall Street Journal.

She described her Student Investment Fund course in college as the most "rewarding and exciting class" she has ever taken.

Personality Overview

Enthusiastic

Big Picture Person

Full Of Energy

They are always positive and upbeat, so take their promises with a pinch of salt.  They are friendly, approachable and love to make new connections. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Applied Finance
As a student, she sought hands-on financial experience, praising her Student Investment Fund course and attending industry forums to network with world-renowned leaders.
Financial Systems
Serves as the Sageworks System Administrator for the Bank of Stockton, indicating a core focus on the management and operation of financial software and platforms.
Customer Satisfaction
Her background as an assistant manager and mixologist in bustling restaurants taught her how to productively resolve complex customer disputes and excel in service.

Media Appearances

Alexis has no verified media appearances

Work History

1-2024
Sageworks System Administrator at Bank of Stockton
10-2022 - 12-2023
Office Assistant at Law Offices of A. Peter Rausch, Jr.
3-2022 - 9-2023
Mixologist at The Oxford Kitchen
2-2020 - 7-2022
Assistant Manager at Oddfellows Tavern
12-2019 - 3-2020
Server at Lockeford Bar and Banquet

Education

8-2021 - 5-2023
Bachelor of Business Administration - BBA from Sacramento State College of Business
2018 - 2021
Associate's degree from Cosumnes River College

More Information

Social Presence :

Prographics :

Exp : 9 Location : Lodi, California, United States Job Level : N/A Designation : Sageworks System Administrator at Bank of Stockton
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Insights For Selling To Alexis

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid cutting into their flow
  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alexis is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Alexis

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Alexis move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Alexis take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Alexis

Personality Compatibility


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