Edward Bertellotti

Enigma
DISC Type : cid

Head of Risk & Internal Controls at Wealthfront

New York City Metropolitan Area, United States

Overview

Edward has no verified overview

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 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

Edward has no verified topics they care about

Media Appearances

Edward has no verified media appearances

Work History

9-2021
Head of Risk & Internal Controls at Wealthfront
2-2013 - 9-2021
Director - Advisory Services at KPMG US
9-2009 - 2-2013
Senior Auditor at KBW
6-2009 - 8-2009
Risk Management Intern at KBW
6-2008 - 8-2008
Risk Management Intern at KBW

Education

2005 - 2009
Bachelor's from Villanova University
2001 - 2005
High School Diploma from Chaminade High School

More Information

Social Presence :

Prographics :

Exp : 23 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Risk & Internal Controls at Wealthfront
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Insights For Selling To Edward

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
  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • 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 Edward is

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

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

Insights For Deal Planning

    How fast (or slow) will Edward move?

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

Personality Compatibility


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