Ethan Turner, CFA, CIPM

Critic
DISC Type : C

Senior Associate - Compliance at Cerity Partners

Denver Metropolitan Area, United States

Overview

Ethan has no verified overview

Personality Overview

Negotiator

Information Seeker

Critic

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They choose to analyze logically and value facts to emotions.

Topics They Care About

Ethan has no verified topics they care about

Media Appearances

Ethan has no verified media appearances

Work History

2-2025
Senior Associate - Compliance at Cerity Partners
8-2023 - 1-2025
Marketing Compliance Analyst at Partners Group
10-2022 - 8-2023
Compliance Analyst at AdvisorLaw, LLC
3-2021 - 8-2022
Investment Performance Associate at Longs Peak Advisory Services, LLC
2-2017 - 8-2020
Portfolio Manager Associate at Commerce Trust

Education

2015 - 2016
Master of Business Administration (M.B.A.) from Missouri State University
2015 - 2016
Graduate Certificate in Financial Analysis from Missouri State University
2011 - 2015
Bachelor of Science (B.S.) from Missouri State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Denver Metropolitan Area, United States Job Level : N/A Designation : Senior Associate - Compliance at Cerity Partners
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Insights For Selling To Ethan

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ethan is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Ethan

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Ethan move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Ethan take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Ethan

Personality Compatibility


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