Danielle Battista

Questioner
DISC Type : c

Division ADP Manager: Northeast at Merrill Lynch

New York City Metropolitan Area, United States

Overview

Danielle Battista is a Director at Merrill Lynch, serving as the Advisor Development Program Performance Manager for the Northeast Division. With over 25 years at the firm across various departments, she leverages her extensive experience and an MBA in Finance to develop the next generation of financial advisors.

She is a passionate advocate for diversity and inclusion, co-chairing the Recruiting & Advocacy committee for Merrill Lynchs Womens Exchange and receiving the 2018 Diversity & Inclusion Award. Danielle is also a committed annual fundraiser for the Juvenile Diabetes Research Foundation (JDRF), demonstrating her dedication to philanthropic causes.

She started her career at Merrill Lynch 25 years ago in what was supposed to be a two-week temporary position as "Seasonal Help. "

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Advisor Development
Her current role focuses on managing the performance and development of financial advisors in the Northeast division, a key responsibility of her position.
Women in Finance
Serves as the Co-Chair for Recruiting & Advocacy on the Executive Committee for Merrill Lynch's Women's Exchange Organization.
Diversity & Inclusion
She was the recipient of the firm's 2018 Diversity & Inclusion Award, highlighting her long-standing commitment to this area.

Media Appearances

Danielle has no verified media appearances

Work History

11-2024
Division ADP Manager: Northeast at Merrill Lynch
10-2023 - 11-2024
Advisor Development Program Market Leader at Merrill Lynch
4-2019 - 10-2023
FADP Performance Manager, Director at Merrill Lynch
8-2014 - 4-2019
Financial Advisor/COO at Merrill Lynch
3-2012 - 7-2014
Business Support Manager, Vice President, Global Wealth Management, Optimal Practice Model at Merrill Lynch

Education

2002 - 2005
Master's Degree from Saint John's University
1996 - 1999
Bachelor's Degree from Saint Francis College

More Information

Social Presence :

Prographics :

Exp : N/A Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Division ADP Manager: Northeast at Merrill Lynch
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Insights For Selling To Danielle

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • 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 Danielle is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Danielle

  • 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 Danielle move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Danielle take some risk or not?

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


You And Danielle

Personality Compatibility


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