Benjamin Smith, CFA

Captain
DISC Type : DS

Senior Fund Manager at MissionSquare Retirement

Washington, District of Columbia, United States

Overview

Benjamin has no verified overview

Personality Overview

Decisive But Calm

Output-Driven

Dynamic But Sincere

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Benjamin has no verified topics they care about

Media Appearances

Benjamin has no verified media appearances

Work History

6-2022
Senior Fund Manager at MissionSquare Retirement
8-2017 - 7-2022
Co-Founder at Grey Street Partners
6-2017 - 6-2022
Fixed Income Fund Manager at MissionSquare Retirement
Investment Manager at MedStar Health
Fixed Income Trading Specialist at T. Rowe Price

Education

Bachelor of Arts (B.A.) from Loyola University Maryland

More Information

Social Presence :

Prographics :

Exp : 8 Location : Washington, District of Columbia, United States Job Level : Middle Designation : Senior Fund Manager at MissionSquare Retirement
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Insights For Selling To Benjamin

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Benjamin is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Benjamin

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Benjamin move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Benjamin take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Benjamin

Personality Compatibility


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