Barry W.

Questioner
DISC Type : c

VP, Branch Leader, Wealth Management at Fidelity Investments

New York, New York, United States

Overview

Barry has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Barry has no verified topics they care about

Media Appearances

Barry has no verified media appearances

Work History

1-2021
VP, Branch Leader, Wealth Management at Fidelity Investments
5-2020 - 1-2021
Sales Leader, Private Client Advisor Group (East Coast) at TD Ameritrade
8-2017 - 5-2020
Sales Director, East Division at TD Ameritrade
4-2015 - 9-2017
Co-Creator & Sales Leader, Private Client Advisor Group at TD Ameritrade
4-2007 - 7-2010
Private Banker at Wells Fargo

Education

2020 - 2020
Executive Leadership from Cornell University
2011 - 2012
School of Continuing and Professional Studies from New York University

More Information

Social Presence :

Prographics :

Exp : N/A Location : New York, New York, United States Job Level : N/A Designation : VP, Branch Leader, Wealth Management at Fidelity Investments
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Insights For Selling To Barry

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Barry is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Barry

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Barry move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Barry take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Barry

Personality Compatibility


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