Dario Castagna

Questioner
DISC Type : c

Head of Portfolio Solutions at Edward Jones

St Louis, Missouri, United States

Overview

Dario has no verified overview

Personality Overview

Value Seeker

Not Easily Convinced

Systematic

They prefer to analyze every situation thoroughly.
  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Dario has no verified topics they care about

Media Appearances

Dario has no verified media appearances

Work History

7-2023
Head of Portfolio Solutions at Edward Jones
11-2021 - 7-2023
Team Leader -EJ Proprietary Funds at Edward Jones
5-2019 - 10-2021
Team Leader - Multi-Assets Discretionary Models and Fixed Income Proprietary Funds at Edward Jones
7-2006 - 8-2017
Multi-Asset Portfolio Manager at Morningstar Investment Management
1-2005 - 7-2006
Performance Team Leader at Morningstar Investment Management

Education

2007 - 2010
MBA from The University of Chicago Booth School of Business
1996 - 2001
Master from Università Bocconi

More Information

Social Presence :

Prographics :

Exp : 22 Location : St Louis, Missouri, United States Job Level : Mid-senior Designation : Head of Portfolio Solutions at Edward Jones
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Insights For Selling To Dario

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dario is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Dario

  • 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 Dario move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Dario take some risk or not?

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


You And Dario

Personality Compatibility


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