Carol Gagliano Hepp

Energizer
DISC Type : I

Associate Portfolio Manager at Webster Private Bank

Stamford, Connecticut, United States

Overview

Carol has no verified overview

Personality Overview

Informal

Enthusiastic

Big Picture Person

They are friendly, approachable and love to make new connections.  They are always positive and upbeat, so take their promises with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Carol has no verified topics they care about

Media Appearances

Carol has no verified media appearances

Work History

7-2014
Associate Portfolio Manager at Webster Private Bank
2-2007 - 6-2014
Vice President - Client Account Officer at Citi Private Bank
7-2006 - 2-2007
Financial Executive at Citicorp Investment Services
1-2004 - 7-2006
Registered Associate at Smith Barney
11-2000 - 1-2004
Investment Analyst at Citigroup Private Bank

Education

1993 - 1997
B.B.A. from Iona University

More Information

Social Presence :

Prographics :

Exp : 32 Location : Stamford, Connecticut, United States Job Level : Middle Designation : Associate Portfolio Manager at Webster Private Bank
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Insights For Selling To Carol

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carol is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Carol

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Carol move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Carol take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Carol

Personality Compatibility


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