Ana Fonseca

Enigma
DISC Type : dci

Investment Executive at Fifth Third Securities

Raleigh, North Carolina, United States

Overview

Ana has no verified overview

Personality Overview

Challenger

Persuasive & Assertive

Fast Follower

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

Topics They Care About

Ana has no verified topics they care about

Media Appearances

Ana has no verified media appearances

Work History

8-2024
Investment Executive at Fifth Third Securities
4-2019 - 8-2024
Regional Vice President at Protective Life
12-2015 - 4-2019
Financial Advisor, RJFS at Raymond James
1-2013 - 4-2014
Financial Advisor at First Niagara Investment Services/ LPL
11-2010 - 1-2013
Financial Advisor at Essex Financial Services Inc/ Farmington Bank

Education

1983 - 1992
Education/Foreign Languages from The University of Connecticut
a Bachelors Degree from UNIVERSITY OF CONNECTICUT

More Information

Social Presence :

Prographics :

Exp : 36 Location : Raleigh, North Carolina, United States Job Level : N/A Designation : Investment Executive at Fifth Third Securities
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Insights For Selling To Ana

During A Call Or A Meeting

DO's

  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments, understand the root of their concerns first
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ana is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Ana

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Ana move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Ana take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Ana

Personality Compatibility


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