Andy Leed

Examiner
DISC Type : cs

Managing Director, Technology Investment Banking at Harris Williams

San Francisco, California, United States

Overview

Andy has no verified overview

Personality Overview

Late Adopter

Status Quo Seeker

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Andy has no verified topics they care about

Media Appearances

Andy has no verified media appearances

Work History

6-2012
Managing Director, Technology Investment Banking at Harris Williams
2011 - 2012
MBA Associate at Geneva Glen Capital
2004 - 2011
Manager - Transaction Advisory Services at RSM International

Education

MBA from Northwestern University - Kellogg School of Management
BBA from Loyola University Maryland

More Information

Social Presence :

Prographics :

Exp : 22 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Managing Director, Technology Investment Banking at Harris Williams
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Insights For Selling To Andy

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andy is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Andy

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Andy move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Andy take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Andy

Personality Compatibility


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