Anthony Montufar

Examiner
DISC Type : sc

Head of Digital and Client Experience at Equitable Advisors

New York City Metropolitan Area, United States

Overview

Anthony has no verified overview

Personality Overview

Unexpressive

Tough To Convince

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Anthony has no verified topics they care about

Media Appearances

Anthony has no verified media appearances

Work History

1-2026
Head of Digital and Client Experience at Equitable Advisors
12-2021 - 12-2025
Head of Advisor Platform Product Strategy and Support - Wealth and Investment Management at Wells Fargo Advisors
11-2018 - 11-2021
Head of Relationship Management and Advisor Productivity Platform - U.S. Wealth Management at JPMorgan Chase & Co.
1-2018 - 11-2018
VP - Digital Sales and Marketing Strategy at JPMorgan Chase & Co.
7-2015 - 1-2018
Associate - Consumer and Business Banking Product Management at JPMorgan Chase & Co.

Education

2011 - 2015
Bachelor of Science (B.S.) from Stevens Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Digital and Client Experience at Equitable Advisors
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Insights For Selling To Anthony

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anthony is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Anthony

  • 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 Anthony move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Anthony take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Anthony

Personality Compatibility


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