Erin Porter

Energizer
DISC Type : I

Senior Institutional Investment Operations Specialist at Wells Fargo

Charlotte, North Carolina, United States

Overview

Erin has no verified overview

Personality Overview

Full Of Energy

Big Picture Person

Relationship Oriented

They are always positive and upbeat, so take their promises with a pinch of salt.  They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Erin has no verified topics they care about

Media Appearances

Erin has no verified media appearances

Work History

5-2018
Senior Institutional Investment Operations Specialist at Wells Fargo
11-2017 - 4-2018
KYC QC Consultant (Linium) at Societe Generale Corporate and Investment Banking - SGCIB
7-2015 - 11-2017
KYC Consultant (Axiom) at Goldman Sachs
6-2015 - 7-2015
Compliance Summer Associate at Partners Group
1-2015 - 4-2015
Compliance Intern at Bank of China International, Commodities & Futures (USA) LLC

Education

Education details unavailable from New York Law School
Education details unavailable from University of North Carolina at Charlotte

More Information

Social Presence :

Prographics :

Exp : 10 Location : Charlotte, North Carolina, United States Job Level : Junior Designation : Senior Institutional Investment Operations Specialist at Wells Fargo
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Insights For Selling To Erin

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Do some small talk, ask them how things are going on their side
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erin is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Erin

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Erin move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Erin take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Erin

Personality Compatibility


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