Andina Anderson

Visionary
DISC Type : Ds

Managing Director, Digital Solutions and head of RIA Blueprint at Cetera Financial Group

Seattle, Washington, United States

Overview

Andina has no verified overview

Personality Overview

Big Vision Person

Early Adopter

Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Andina has no verified topics they care about

Media Appearances

Andina has no verified media appearances

Work History

5-2025
Managing Director, Digital Solutions and head of RIA Blueprint at Cetera Financial Group
12-2022 - 2-2025
Chief Customer Officer at Juniper Square
1-2021 - 9-2022
Chief Client Success Officer at Envestnet, Inc
2019 - 2021
Executive Managing Director at Envestnet | Tamarac
2-2006 - 2019
SVP Client Relations at Envestnet | Tamarac

Education

1996 - 1999
Education details unavailable from UW Foster School of Business
2004 - 2005
Master of Business Administration - MBA from University of Adelaide

More Information

Social Presence :

Prographics :

Exp : 19 Location : Seattle, Washington, United States Job Level : Mid-senior Designation : Managing Director, Digital Solutions and head of RIA Blueprint at Cetera Financial Group
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Insights For Selling To Andina

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • During followups, use phone or text if needed, they should be fine
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andina is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Andina

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Andina move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Andina take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Andina

Personality Compatibility


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