Ankur Patel, CFA

Judge
DISC Type : Dc

VP of PWM Investments at Ellevest

Monroe, New Jersey, United States

Overview

Ankur has no verified overview

Personality Overview

Features Driven

Fast But Wary

Demanding

They prefer to be the ones controlling the conversation or defining the terms.  They are not always relationship oriented. They respond well to strong and respectful communication.

Topics They Care About

Ankur has no verified topics they care about

Media Appearances

Ankur has no verified media appearances

Work History

12-2022
VP of PWM Investments at Ellevest
9-2019 - 12-2022
Senior Portfolio Manager at Ellevest
6-2016 - 9-2019
Vice President Wealth Strategist - Investments at Lenox Wealth Advisors
3-2010 - 5-2016
Vice President, Portfolio Construction at Credit Suisse Private Banking - Assets & Investments
7-2006 - 4-2009
Associate at BlackRock

Education

2001 - 2006
Bachelor of Science from Drexel University's LeBow College of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Monroe, New Jersey, United States Job Level : Senior Designation : VP of PWM Investments at Ellevest
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Insights For Selling To Ankur

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Make sure that you circle back fast on any action items, it wins their trust
  • Objectively showcase the impact that your product creates

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ankur is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Ankur

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Ankur move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Ankur take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Ankur

Personality Compatibility


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