Dana Wineke

Examiner
DISC Type : cs

Director of Advisor Development and Strategic Partnerships at Wedbush Securities

Manchester, Maryland, United States

Overview

Dana has no verified overview

Personality Overview

Status Quo Seeker

Unexpressive

Late Adopter

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Dana has no verified topics they care about

Media Appearances

Dana has no verified media appearances

Work History

12-2024
Director of Advisor Development and Strategic Partnerships at Wedbush Securities
12-2023 - 12-2024
Associate, National Sales at Wedbush Securities
10-2022 - 12-2023
National Sales Navigator at Wedbush Securities
9-2021 - 6-2022
Home and Hospital Teacher at Carroll County Public Schools
4-2016 - 10-2022
Childhood Cancer Advocate at #cadestrong

Education

8-2005 - 5-2009
Master of Science - MS from McDaniel College
8-1998 - 5-2002
Bachelor of Arts - BA from McDaniel College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Manchester, Maryland, United States Job Level : Mid-senior Designation : Director of Advisor Development and Strategic Partnerships at Wedbush Securities
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Insights For Selling To Dana

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dana is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Dana

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

Insights For Deal Planning

    How fast (or slow) will Dana move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Dana take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Dana

Personality Compatibility


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