Edward McGee

Energizer
DISC Type : I

Retired at UBS

Jersey City, New Jersey, United States

Overview

Edward is a retired IT Director from UBS with extensive experience in the financial services industry. His background is in project management and systems analysis, with a successful track record of implementing new technologies to reduce costs. He studied English Language and Literature at New Jersey City University.

He has led significant legacy system modernization projects, including upgrading COBOL applications for Y2K compliance at Lehman Brothers and converting BI reporting tools at UBS.

Personality Overview

Believer

Full Of Energy

Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

IT Cost Reduction
Has a history of delivering projects that create cost-saving opportunities, such as converting BI reporting software and retiring legacy systems at UBS.
Legacy System Modernization
Managed projects to upgrade older systems, including standardizing COBOL applications at Lehman Brothers and replacing a legacy Sybase component at UBS.
Financial Services Tech
His career has been centered on IT within major financial firms like UBS and Lehman Brothers, specifically focusing on wealth management and profit & loss systems.

Media Appearances

Edward has no verified media appearances

Work History

3-2017
Retired at UBS
1-2015 - 3-2017
Director, UBS Wealth Management Americas at UBS
2-2006 - 1-2015
Associate Manager, Wealth Management Americas at UBS
4-1997 - 1-1999
Account Manager – Sales Representative at LKRG CONSULTING GROUP, INC.
12-1993 - 4-1997
Senior Systems Analyst, TMS - Profit & Loss system at LEHMAN BROTHERS INC

Education

English Language and Literature from New Jersey City University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Jersey City, New Jersey, United States Job Level : N/A Designation : Retired at UBS
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Insights For Selling To Edward

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edward is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Edward

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Edward move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Edward take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Edward

Personality Compatibility


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