Andrew Netto

Wildcard
DISC Type : sci

Finance Strategist - Transformation, Vice President at Wellington Management

Boston, Massachusetts, United States

Overview

Andrew has no verified overview

Personality Overview

Curious But Skeptical

Requires Proof

ROI Driven

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Andrew has no verified topics they care about

Media Appearances

Andrew has no verified media appearances

Work History

11-2025
Finance Strategist - Transformation, Vice President at Wellington Management
8-2024 - 11-2025
Finance Strategist - Transformation, Assistant Vice President at Wellington Management
11-2023 - 8-2024
Assistant Vice President, Senior F&A Analyst - Management Reporting at Wellington Management
6-2022 - 11-2023
Finance & Administration Analyst at Wellington Management
9-2020 - 6-2022
F&A Analyst at Wellington Management

Education

2014 - 2018
Bachelor of Science - BS from Bentley University
2010 - 2014
High School Diploma from Framingham High School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Boston, Massachusetts, United States Job Level : Senior Designation : Finance Strategist - Transformation, Vice President at Wellington Management
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Andrew

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Andrew take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Andrew

Personality Compatibility


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