Donald Naseef, CFP®

Enigma
DISC Type : cid

Sales & Operations Manager at Vanguard

Phoenixville, Pennsylvania, United States

Overview

Donald Naseef is a Sales Manager at Vanguard with over eight years of experience in financial services. A Certified Financial Planner (CFP) and graduate of West Chester University, he is an expert in call center operations and leads a team of investment sales consultants, focusing on coaching and development.

His community involvement includes co-founding the first university chapter of Bringing Hope Home, an organization that provides financial support to families battling cancer. This initiative involved significant fundraising and marketing efforts to assist families in the Greater Philadelphia area.

Unique fact: He co-founded a charitable organizations first college chapter while he was still a student.

Personality Overview

Hard To Convince

Friendly Yet Blunt

Persuasive & Assertive

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

Topics They Care About

Client Financial Planning
As a Certified Financial Planner, he has extensive experience performing needs assessments and developing suitable investment recommendations for clients.
Sales Team Development
He leads and coaches a team of over 30 sales professionals, focusing on performance evaluation, setting targets, and promoting career progression.
Cancer Patient Support
Co-founded and ran his university's chapter of Bringing Hope Home, a non-profit that pays household bills for families dealing with cancer.

Media Appearances

Donald has no verified media appearances

Work History

3-2024
Sales & Operations Manager at Vanguard
11-2021 - 3-2024
Sales & Operations Leader at Vanguard
9-2019 - 10-2021
Financial Advisor at Vanguard
6-2015 - 11-2016
Data Entry Administrator at Moody's Analytics
2-2014 - 5-2016
WCU Chapter: Co-founder/Vice-President/Treasurer at Bringing Hope Home

Education

2012 - 2016
Bachelor’s Degree from West Chester University of Pennsylvania
2010 - 2012
Education details unavailable from La Salle College High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : Phoenixville, Pennsylvania, United States Job Level : Middle Designation : Sales & Operations Manager at Vanguard
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Insights For Selling To Donald

During A Call Or A Meeting

DO's

  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them
  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments, understand the root of their concerns first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Donald is

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

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

Insights For Deal Planning

    How fast (or slow) will Donald move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Donald 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 Donald

Personality Compatibility


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