Erica Schoen

Questioner
DISC Type : c

Sr. Finance Manager - Technology Finance at Wells Fargo

Davidson, North Carolina, United States

Overview

Erica has no verified overview

Personality Overview

Systematic

Price-Sensitive

Value Seeker

They are more likely than others to negotiate on pricing and terms.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Erica has no verified topics they care about

Media Appearances

Erica has no verified media appearances

Work History

1-2025
Sr. Finance Manager - Technology Finance at Wells Fargo
10-2021 - 12-2024
Sr. Manager - FP&A at Silicon Valley Bank
10-2018 - 9-2021
FP&A Manager - Technology Finance at Bank of America
1-2017 - 10-2018
Sr Financial Analyst - GWIM FP&A at Bank of America
12-2014 - 1-2017
Sr Financial Analyst - Technology Forecasting at Bank of America

Education

2011 - 2012
Masters from W. P. Carey School of Business – Arizona State University
1996 - 2000
BA from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Davidson, North Carolina, United States Job Level : Middle Designation : Sr. Finance Manager - Technology Finance at Wells Fargo
URL has been copied!

Insights For Selling To Erica

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erica 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 Erica

  • 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 Erica move?

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

  • Can Erica take some risk or not?

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

You And Erica

Personality Compatibility


Other Wells Fargo Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.