Alison Renvyle, CFP®

Critic
DISC Type : C

Vice President, Wealth Planner at Neuberger Berman

New York, New York, United States

Overview

Alison Renvyle is a Vice President and Wealth Planner at Neuberger Berman, leveraging experience from former roles at J. P. Morgan Private Bank and RMB Capital. She holds a Bachelor of Science from the University of Rhode Islands College of Business and has Series 7 and 63 certifications.

Alison is involved in philanthropy, supporting organizations that empower underserved communities and students. A former varsity lacrosse player in high school, she channels her leadership skills by serving as a champion for charitable events in New York.

She is an Event Champion and donor for Greenhouse Scholars, an organization focused on creating a community of leaders.

Personality Overview

Objective Thinker

Precise

Critic

They don’t appreciate bells and whistles unless backed by data.  They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Investment Outlook
Shares her firm's analysis on market trends, including opportunities in bonds, equities, and strategies for hedging against inflation.
Women in Finance
Celebrates and promotes female leaders by sharing content from "Women & Wealth" luncheons and supporting inspiring women during Women's History Month.
Philanthropic Leadership
Actively supports non-profits like Greenhouse Scholars as a donor and an Event Champion for their New York fundraising initiatives.

Media Appearances

Alison has no verified media appearances

Work History

4-2024
Vice President, Wealth Planner at Neuberger Berman
7-2022 - 4-2024
Private Banker at J.P. Morgan Private Bank
1-2020 - 6-2022
Wealth Advisor at RMB Capital
12-2016 - 12-2019
Wealth Management Associate at RMB Capital
8-2014 - 12-2016
Client Associate at RMB Capital

Education

9-2010 - 5-2014
Bachelor of Science - BS from University of Rhode Island - College of Business
1-2013 - 4-2013
Education details unavailable from Universitat Autònoma de Barcelona

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York, New York, United States Job Level : Senior Designation : Vice President, Wealth Planner at Neuberger Berman
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Insights For Selling To Alison

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alison is

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

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

Insights For Deal Planning

    How fast (or slow) will Alison move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Alison take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Alison

Personality Compatibility


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