Eric Poteet

Enthusiast
DISC Type : i

Managing Director | Head of Global Client Data Analytics, FICC at TD Securities

Montreal, Quebec, Canada

Overview

Eric has no verified overview

Personality Overview

Amiable & Agreeable

Non-Confrontational

Consensus Focused

They prefer to build relationships rather than staying totally transactional.  They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Eric has no verified topics they care about

Media Appearances

Eric has no verified media appearances

Work History

5-2024
Managing Director | Head of Global Client Data Analytics, FICC at TD Securities
2001
Managing Director at TD Securities
12-2021 - 6-2024
Global Head of FX Data Strategy and Head of Canadian Institutional FX Sales at TD Securities
3-2018 - 6-2024
Managing Director | Head of Canadian Institutional FX Sales | TD Securities at TD Securities
9-2019 - 12-2021
Managing Director | Head of North American Institutional FX Sales | TD Securities at TD Securities

Education

1989 - 1992
Bachelor from Concordia University
1984 - 1987
Education details unavailable from Brébeuf

More Information

Social Presence :

Prographics :

Exp : 32 Location : Montreal, Quebec, Canada Job Level : Mid-senior Designation : Managing Director | Head of Global Client Data Analytics, FICC at TD Securities
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Refer to interesting customer testimonials and stress on great customer experience
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Avoid overloading them with too much information
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Eric

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Eric take some risk or not?

  • They can take some low-probability risks if needed.

You And Eric

Personality Compatibility


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