B. Blake Howard

Enthusiast
DISC Type : i

Teacher, Advocate at Cambridge Learning Center

Cambridge, Massachusetts, United States

Overview

B. Blake Howard is a marketing and strategy leader in financial services and technology, with experience at FNZ Group and Fidelity Investments. Described as having a strategic mindset and deep expertise, she holds an MBA from Cornell and a BA from Harvard, complemented by Series 7 and 24 certifications.

Outside of her corporate roles, she is deeply involved in her community. She serves as a teacher and advocate at the Cambridge Learning Center to improve literacy and is on the Board of Directors for The Brattle Film Foundation, a prominent independent movie theater.

She uniquely applies her academic background in anthropology and analytics to understand and navigate the financial services industry.

Personality Overview

Non-Confrontational

Story Driven

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Wealth Management Tech
Her recent role at FNZ, a global wealth platform, and previous work on Fidelity's Wealthscape, demonstrate a focus on the technology transforming wealth management.
Financial Services Marketing
She has led marketing teams at major financial institutions like FNZ and Fidelity, focusing on B2B strategies for workplace benefits and technology platforms.
Generative AI Impact
She actively posts about experimenting with generative AI in financial commentary and its future impact on the wealth management industry.

Media Appearances

B. has no verified media appearances

Work History

9-2024
Teacher, Advocate at Cambridge Learning Center
4-2022 - 12-2023
Group Head of Solutions Marketing at FNZ Group
3-2018 - 2-2022
Vice President, Workplace Benefits Marketing at Fidelity Investments
10-2014
Member, Board of Directors at The Brattle Film Foundation/ Brattle Theater
9-2014 - 3-2018
Vice President, Technology & Product Marketing at Fidelity Investments

Education

2003 - 2005
MBA from Cornell Johnson Graduate School of Management
BA from Harvard University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Cambridge, Massachusetts, United States Job Level : N/A Designation : Teacher, Advocate at Cambridge Learning Center
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Insights For Selling To B. Blake

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with B. Blake is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from B. Blake

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will B. Blake move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can B. Blake take some risk or not?

  • They can take some low-probability risks if needed.

You And B. Blake

Personality Compatibility


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