Bryan Monteverde

Questioner
DISC Type : c

Financial Advisor | Investment Manager - Vice President at Granite Bay Wealth Management

Portsmouth, New Hampshire, United States

Overview

Bryan has no verified overview

Personality Overview

Value Seeker

Systematic

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Bryan has no verified topics they care about

Media Appearances

Bryan has no verified media appearances

Work History

6-2022
Financial Advisor | Investment Manager - Vice President at Granite Bay Wealth Management
1-2019 - 10-2022
Divorce Finance Consultant | Divorce Economics at Divorce Outcomes
5-2016 - 1-2019
Vice President - Senior Private Banking Officer at BNY Mellon Wealth Management
1-2012 - 5-2016
Senior Associate - Closely Held Business Manager at BNY Mellon Wealth Management
1-2010 - 1-2012
Associate - Closely Held Business Analyst at BNY Mellon Wealth Management

Education

Bachelor's degree from University of Pittsburgh
Education details unavailable from Auckland University of Technology

More Information

Social Presence :

Prographics :

Exp : 16 Location : Portsmouth, New Hampshire, United States Job Level : Senior Designation : Financial Advisor | Investment Manager - Vice President at Granite Bay Wealth Management
URL has been copied!

Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Bryan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Bryan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Bryan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Bryan

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.