Anna Colombo

Inspirer
DISC Type : id

Head of Tax Exempt Market Client Service at Fidelity Investments

Woburn, Massachusetts, United States

Overview

Anna has no verified overview

Personality Overview

Confident & Optimistic

Fast Adopter

Generous

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Anna has no verified topics they care about

Media Appearances

Anna has no verified media appearances

Work History

6-2022
Head of Tax Exempt Market Client Service at Fidelity Investments
5-2017
Head of HR/Payroll Client Service Operations at Fidelity Investments
1-2015 - 5-2017
Human Resources Planning and Operations at Fidelity Investments
4-1995 - 12-1998
Human Resources at Temptronic Corporation
7-1989 - 4-1995
Compensation and Benefits at Abbott

Education

1998 - 2000
Master of Business Administration (MBA) from Suffolk University - Sawyer Business School

More Information

Social Presence :

Prographics :

Exp : 20 Location : Woburn, Massachusetts, United States Job Level : Mid-senior Designation : Head of Tax Exempt Market Client Service at Fidelity Investments
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Insights For Selling To Anna

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Acknowledge their status and position during the conversation
  • Look like someone who is on top of their game

DONT's

  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anna is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Anna

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Anna move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Anna take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Anna

Personality Compatibility


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