Courtney Pesche

Supporter
DISC Type : s

Operations Assistant at Maia Wealth

Denver Metropolitan Area, United States

Overview

Courtney Pesche is an Operations Assistant at Maia Wealth, a registered investment advisor. Her responsibilities include account setup, maintenance, and updates. She holds a Bachelors in Marketing from the University of Colorado Boulder and is licensed as a Resident Producer for Life, Accident, and Health.

Having attended the University of Colorado Boulder, she likely maintains a strong connection to the local community and its activities. She is passionate about being part of a motivated and hardworking team, as shown in her public posts.

She recently earned certifications in both "Medicare + Fraud, Waste and Abuse" and as a "Resident Producer Life, Accident and Health. "

Personality Overview

Calm

Risk-averse

Slow To Decisions

They are good and approachable with everyone, internally and externally.  They prefer to follow rules and procedures. Their motivation stems from the impact that their decisions can have on the organization.


Topics They Care About

Wealth Management
Works as an Operations Assistant at Maia Wealth and celebrates her firm's recognition as one of the fastest-growing RIAs.
Team Motivation
Publicly expresses gratitude for being part of a "motivating & hardworking team, " indicating a focus on positive work culture.
Insurance Licensing
Recently obtained her Resident Producer license for Life, Accident, and Health, as well as a certification in Medicare, Fraud, Waste and Abuse.

Media Appearances

Courtney Pesche – Profile on Maia Wealth. Featured in Maia Wealth (official website)

See Now

Work History

9-2024
Operations Assistant at Maia Wealth
4-2023 - 4-2024
Consumer Direct Lending at FirstBank
4-2021 - 3-2023
Loan Officer Assistant at FirstBank

Education

2016 - 2020
Bachelor's degree from University of Colorado Boulder
2019 - 2019
Certificate Program from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 4 Location : Denver Metropolitan Area, United States Job Level : Junior Designation : Operations Assistant at Maia Wealth
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Insights For Selling To Courtney

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • If possible, connect them to existing customers
  • Pause and ask them if they have any questions

DONT's

  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t rush them to make quick decisions
  • Don’t don the salesperson avatar, be the friendly advisor instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Courtney is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Courtney

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Courtney move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Courtney take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Courtney

Personality Compatibility


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