Elke Weiss, MBA

Questioner
DISC Type : c

Sr. Financial Analyst at Municipal Credit Union

Greater Philadelphia, United States

Overview

Elke Weiss is a Senior Financial Analyst at Municipal Credit Union with extensive experience in FP&A, asset liability management, and data analysis. A graduate of Johns Hopkins (MBA) and Penn State (BS), she holds certifications in AI/ML and Six Sigma, and is pursuing an FPAC certification, underscoring her commitment to data-driven finance.

Outside of her financial career, Elke is dedicated to health advocacy, serving on the Patient and Family Advisory Board for Beyond Celiac. This role highlights her commitment to community involvement and supporting causes she is passionate about. She is also a proud mother.

She leverages her personal experience and professional skills to contribute to patient-centric research for celiac disease.

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Corporate Finance
Her career is focused on financial planning and analysis in the banking industry, and she is currently pursuing her FPAC certification to deepen her expertise.
AI in Finance
Recently earned a certification in AI, Machine Learning, and Deep Learning, showing a clear interest in applying emerging technologies to the financial sector.
Celiac Disease Advocacy
Serves on the Patient and Family Advisory Board for Beyond Celiac, indicating a strong personal commitment to health advocacy and patient support.

Media Appearances

Elke has no verified media appearances

Work History

1-2023
Sr. Financial Analyst at Municipal Credit Union
12-2021 - 1-2023
Sr. Data Analyst- Business Intelligence at Customers Bank
2-2020 - 12-2021
Project Risk Analyst at Customers Bank
2016 - 2019
Fund Financial Associate at Vanguard
2011 - 2012
Brokerage Associate (Stock Broker) at Vanguard

Education

2000 - 2002
Master of Business Administration - MBA from The Johns Hopkins University - Carey Business School
1992 - 1996
Bachelor of Science - BS from Penn State University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Sr. Financial Analyst at Municipal Credit Union
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Insights For Selling To Elke

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elke is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Elke

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Elke move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Elke take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Elke

Personality Compatibility


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