Charlie Bogard

Researcher
DISC Type : Cs

Vice President at Evercore

Greater London, England, United Kingdom

Overview

Charlie has no verified overview

Personality Overview

Process Focused

Soft Communicator

Perfectionist

Being observant comes to them naturally.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Charlie has no verified topics they care about

Media Appearances

Charlie has no verified media appearances

Work History

5-2024
Vice President at Evercore
7-2021 - 5-2024
Principal at Canson Capital Partners
8-2018 - 6-2021
Associate at Canson Capital Partners
4-2018 - 6-2018
Associate at Rothschild & Co
7-2015 - 3-2018
Analyst at Rothschild & Co

Education

2011 - 2015
BA from University of Oxford
2006 - 2011
Education details unavailable from Charterhouse School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater London, England, United Kingdom Job Level : Senior Designation : Vice President at Evercore
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Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Charlie

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Charlie move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Charlie take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Charlie

Personality Compatibility


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