Devon Silber

Enigma
DISC Type : dic

Director - Investments at Oppenheimer & Co. Inc.

Los Angeles, California, United States

Overview

Devon Silber is a Director of Investments at Oppenheimer & Co. Inc. , where he specializes in helping clients manage their wealth and achieve their legacy goals. He holds an MBA from California State University, Long Beach and is licensed to serve clients in ten states.

Devon has a unique professional background that connects to the sports industry. His past experience includes working with UCLA Athletics at IMG College and serving as a Legal Executive for a law firm representing athletes, suggesting a personal interest in sports and athlete representation.

He has prior experience working at a boutique civil law firm that represented clientele in the sports industry.

Personality Overview

Fast Follower

Challenger

Friendly Yet Blunt

They are likely to ask many questions and look heavily for supporting proof as well as information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

Retirement Planning
He recently shared insights on the SECURE 2. 0 Act, emphasizing its goal of broadening retirement savings opportunities for 2025 and beyond.
Tax Optimization
Regularly posts about proactive tax strategies, including highlighting special financial benefits and exemptions available for U. S. Veterans.
Philanthropic Giving
He promotes philanthropy not just for its community impact, but also for its potential to boost personal well-being and offer tax advantages.

Media Appearances

Devon has no verified media appearances

Work History

4-2024
Director - Investments at Oppenheimer & Co. Inc.
12-2019 - 4-2024
Financial Advisor at Morgan Stanley
8-2018 - 8-2019
Property Assistant - UCLA at IMG College
5-2017 - 8-2017
Research Intern at Global Sports and Entertainment Inc.
5-2015 - 7-2018
Legal Executive at Law Offices of Howard Silber

Education

Master of Business Administration - MBA from California State University, Long Beach
Bachelor of Science (B.S.) from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 9 Location : Los Angeles, California, United States Job Level : Mid-senior Designation : Director - Investments at Oppenheimer & Co. Inc.
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Insights For Selling To Devon

During A Call Or A Meeting

DO's

  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."

DONT's

  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Devon is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Devon

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Devon move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Devon take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Devon

Personality Compatibility


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