Brooke R.

Observer
DISC Type : ci

Sector PM / Analyst at Ensign Peak Advisors

Salt Lake City Metropolitan Area, United States

Overview

Brooke has no verified overview

Personality Overview

Curious

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Brooke has no verified topics they care about

Media Appearances

Brooke has no verified media appearances

Work History

3-2022
Sector PM / Analyst at Ensign Peak Advisors
1-2016
Co-Owner, Co-Founder at Drift Products
10-2015
Director of Finance at Coaxed
5-2011 - 10-2015
Senior Portfolio Analyst at Financial Engines
1-2009 - 3-2011
Financial Analyst at Merrill Lynch

Education

2007 - 2009
Masters of Science from Stanford University
2004 - 2007
Bachelor of Arts from Tufts University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Salt Lake City Metropolitan Area, United States Job Level : Mid-senior Designation : Sector PM / Analyst at Ensign Peak Advisors
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Insights For Selling To Brooke

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Share testimonials from known people and give multiple examples of product value
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brooke is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Brooke move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Brooke take some risk or not?

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

You And Brooke

Personality Compatibility


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