Douglas Magnolia

Examiner
DISC Type : cs

Chief Customer Officer & President Vestwell State Savings at Vestwell

New York, New York, United States

Overview

Douglas has no verified overview

Personality Overview

Process Oriented

Unexpressive

Late Adopter

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Douglas has no verified topics they care about

Media Appearances

Douglas has no verified media appearances

Work History

2-2022
Chief Customer Officer & President Vestwell State Savings at Vestwell
2-2022
President at Vestwell State Savings
6-2015 - 2-2022
CEO/ Managing Director at Sumday
10-2009 - 6-2016
Managing Director at BNY Mellon
11-1999 - 10-2009
Managing Director at BNY Mellon

Education

1983 - 1987
Bachelor of Arts (B.A.) from University of Massachusetts Amherst

More Information

Social Presence :

Prographics :

Exp : 38 Location : New York, New York, United States Job Level : Leadership Designation : Chief Customer Officer & President Vestwell State Savings at Vestwell
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Insights For Selling To Douglas

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
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Douglas 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 Douglas

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Douglas move?

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

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

You And Douglas

Personality Compatibility


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