Dottie Hulvey

Doer
DISC Type : ds

Director of Operations at PNC

Greater Birmingham, Alabama Area, United States

Overview

Dottie Hulvey is the SVP and Director of Operations at PNC Investments, drawing on extensive experience from her time as EVP and COO at BBVA Securities. She holds an accounting degree from The University of Alabama in Huntsville and has expertise in client onboarding and operational strategy within wealth management, supported by her securities licenses.

She was a featured panelist at the 2019 Pershing INSITE conference on what was billed as the events first all-female panel.

Personality Overview

Risk-Accepting

Fast-paced

Long-term Focused

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Client Onboarding
Was a panelist at the Pershing INSITE 2019 conference discussing reimagining the client onboarding journey in wealth management.
Securities Operations
As Director of Operations for PNC Investments and former COO of BBVA Securities, she has deep expertise in financial operations.
Wealth Management Tech
Her participation in wealthtech conferences indicates an interest in technology's role in transforming financial services and client interactions.

Media Appearances

Dottie has no verified media appearances

Work History

12-2000
Director of Operations at PNC

Education

Accounting from The University of Alabama in Huntsville

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater Birmingham, Alabama Area, United States Job Level : Mid-senior Designation : Director of Operations at PNC
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Insights For Selling To Dottie

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dottie is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Dottie

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Dottie move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Dottie take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Dottie

Personality Compatibility


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