Donna M Kapotas, CAMS

Examiner
DISC Type : cs

AVP BSA Specialist Manager at Cambridge Savings Bank

Cambridge, Massachusetts, United States

Overview

Donna has no verified overview

Personality Overview

Process Oriented

Status Quo Seeker

Overcautious

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Donna has no verified topics they care about

Media Appearances

Donna has no verified media appearances

Work History

1-2023
AVP BSA Specialist Manager at Cambridge Savings Bank
9-1992 - 3-2023
BSA Specialist at Cambridge Savings Bank

Education

2002 - 2009
Bachelors from New England College Of Business and Finance

More Information

Social Presence :

Prographics :

Exp : 33 Location : Cambridge, Massachusetts, United States Job Level : Middle Designation : AVP BSA Specialist Manager at Cambridge Savings Bank
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Insights For Selling To Donna M

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • 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 Donna M is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Donna M

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

Insights For Deal Planning

    How fast (or slow) will Donna M move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Donna M take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Donna M

Personality Compatibility


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