Bonnie Hill

Collaborator
DISC Type : is

VP, Vendor Management Coordinator at Dynasty Financial Partners

St. Petersburg, Florida, United States

Overview

Bonnie Hill serves as the VP, Vendor Management Coordinator at Dynasty Financial Partners, bringing a strong background in compliance and client administration from the financial industry. An Eckerd College graduate, she specializes in developing vendor management policies, managing third-party relationships, and overseeing compliance programs.

She was the recipient of the Tinsley-Wells Honor Graduate Award, recognizing her for achieving the highest standard of excellence during her time at the Florida Graduate School of Banking.

Personality Overview

Appreciative

Example Driven

Good Listener

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Topics They Care About

Vendor Management
Her current role focuses on planning and developing the vendor management policy, program, and procedures for her enterprise.
Financial Compliance
Previously worked as a Compliance Analyst at Sabal Trust and a Senior Compliance Advisor at Raymond James Financial Services.
Wealth Management
Educated at the Florida Trust & Wealth Management School and held several roles at Sabal Trust Company.

Media Appearances

Bonnie has no verified media appearances

Work History

10-2022
VP, Vendor Management Coordinator at Dynasty Financial Partners
1-2022 - 10-2022
Compliance Analyst at Sabal Trust Company
7-2018 - 1-2022
Office Manager at Sabal Trust Company
12-2013 - 7-2018
Relationship Manager at Sabal Trust Company
2005 - 2007
Senior Compliance Advisor, RIA Compliance at Raymond James Financial Services

Education

2015 - 2017
Trust & Wealth Management from Florida Trust & Wealth Management School
1999 - 2001
Bachelor's degree from Eckerd College

More Information

Social Presence :

Prographics :

Exp : 26 Location : St. Petersburg, Florida, United States Job Level : Senior Designation : VP, Vendor Management Coordinator at Dynasty Financial Partners
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Insights For Selling To Bonnie

During A Call Or A Meeting

DO's

  • Be visibly appreciative of their actions during your interactions
  • Take time to make them feel comfortable before getting to the main pitch
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t get into excessive details unless prompted
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bonnie is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Bonnie

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Bonnie move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Bonnie take some risk or not?

  • They probably won’t put a lot at risk.

You And Bonnie

Personality Compatibility


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