Brooke Allen Forbes

Inspirer
DISC Type : id

Head of Stock Plan Services & Non Qual for Workplace Investing at Fidelity Investments

Greater Boston, United States

Overview

Brooke has no verified overview

Personality Overview

Decisive

Confident & Optimistic

Achievment Oriented

They respond well to objective pitches but also attach some value to relationships.  They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Brooke has no verified topics they care about

Media Appearances

Brooke has no verified media appearances

Work History

1-2023
Head of Stock Plan Services & Non Qual for Workplace Investing at Fidelity Investments
1-2019 - 12-2022
CIO, Head of Technology for Personal Investing at Fidelity Investments
8-2016 - 12-2018
Senior Vice President, Digital Planning and Advice at Fidelity Investments
9-2006 - 1-2010
Director, CRM Platforms & International Technology at Merrill Lynch
9-2003 - 9-2006
Managing Principal at Salesforce.com

Education

Bachelor of Arts (B.A.) from Colgate University
Education details unavailable from Lincoln Sudbury High School

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Boston, United States Job Level : Mid-senior Designation : Head of Stock Plan Services & Non Qual for Workplace Investing at Fidelity Investments
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Insights For Selling To Brooke

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Look like someone who is on top of their game
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brooke is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Brooke

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Brooke move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Brooke take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Brooke

Personality Compatibility


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