Ann Wagner

Observer
DISC Type : ic

Senior Project Manager, Investment Management at William Blair

Chicago, Illinois, United States

Overview

Ann has no verified overview

Personality Overview

Assertive

Example Seeker

Curious

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Ann has no verified topics they care about

Media Appearances

Ann has no verified media appearances

Work History

8-2015
Senior Project Manager, Investment Management at William Blair
8-2006 - 7-2015
Director, Investments IT at UBS Global Asset Management
2-1996 - 6-2006
Vice President at JPMorgan Chase & Co.

Education

Bachelor of Science from University of Illinois

More Information

Social Presence :

Prographics :

Exp : 29 Location : Chicago, Illinois, United States Job Level : Middle Designation : Senior Project Manager, Investment Management at William Blair
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Insights For Selling To Ann

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Help them understand the risk aspect fully while inspiring confidence
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ann is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Ann move?

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

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

You And Ann

Personality Compatibility


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