Ali Rezvan

Critic
DISC Type : C

Head of RIA Sales - Sage at TIFIN

Boulder, Colorado, United States

Overview

Ali has no verified overview

Personality Overview

Information Seeker

ROI Driven

Critic

They choose to analyze logically and value facts to emotions.  Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Ali has no verified topics they care about

Media Appearances

Ali has no verified media appearances

Work History

10-2025
Head of RIA Sales - Sage at TIFIN
10-2023 - 10-2025
Senior Director of Sales & Success - Helix at TIFIN
6-2022 - 10-2023
Head of Growth & Partnerships - TIFIN Private Markets at TIFIN
10-2019 - 5-2021
AVP - Financial Solutions Advisor - Merrill Lynch at Bank of America Merrill Lynch
6-2018 - 10-2019
Financial Advisor - Merrill Lynch at Bank of America Merrill Lynch

Education

2011 - 2015
Bachelor of Business Administration - BBA from University of Georgia - Terry College of Business

More Information

Social Presence :

Prographics :

Exp : 8 Location : Boulder, Colorado, United States Job Level : Mid-senior Designation : Head of RIA Sales - Sage at TIFIN
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Insights For Selling To Ali

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ali is

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

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

Insights For Deal Planning

    How fast (or slow) will Ali move?

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

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

You And Ali

Personality Compatibility


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