Brett Michaud

Wildcard
DISC Type : sci

VP, Fiduciary Programs Manager at Comerica Wealth Management

Greenville, South Carolina, United States

Overview

Brett has no verified overview

Personality Overview

Friendly But Slow

ROI Driven

Requires Proof

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Brett has no verified topics they care about

Media Appearances

Brett has no verified media appearances

Work History

3-2025
VP, Fiduciary Programs Manager at Comerica Wealth Management
2-2024 - 3-2025
Senior Director, Investment Data Analytics at TIAA
8-2018 - 2-2024
Director, Managed Account Trading at TIAA
9-2016 - 8-2018
Manager, Investment Services at TIAA
8-2010 - 6-2011
Robotics Internship at SEW Eurodrive

Education

2011 - 2012
Master of Science from University of North Carolina - Charlotte
2008 - 2011
Bachelor's of Science from University of South Carolina Upstate

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greenville, South Carolina, United States Job Level : Senior Designation : VP, Fiduciary Programs Manager at Comerica Wealth Management
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Insights For Selling To Brett

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Ask them questions to understand their needs better while staying affable
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brett is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Brett

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Brett move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Brett take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Brett

Personality Compatibility


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