Evan Woods

Energizer
DISC Type : I

Head of Investment Product Strategy & Development at Open To Work

Greater Philadelphia, United States

Overview

Evan is a senior financial services product leader with over a decade of experience at firms like MassMutual and Vanguard. He specializes in investment management, business strategy, and technology, holding a Chartered Financial Analyst (CFA) designation and a degree from Wake Forest University.

He is committed to building high-performing teams and partnerships grounded in trust, empowerment, and collaboration, emphasizing strong cross-functional relationships to deliver sustainable and scalable solutions.

At Vanguard, he was responsible for the strategy of collective trust investments representing over $700 billion in assets.

Personality Overview

Relationship Oriented

Informal

Full Of Energy

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Investment Product Strategy
He has extensive experience setting the strategic product agenda for major investment firms by overseeing competitive research, development, and portfolio construction.
Pricing Optimization
Led pricing strategy, market positioning, and economic viability for institutional investment products, including analyzing revenue requirements and market research.
Scalable Platform Growth
Focuses on launching new capabilities and developing strategic partnerships to increase share of wallet and long-term client value.

Media Appearances

Evan has no verified media appearances

Work History

3-2025
Head of Investment Product Strategy & Development at Open To Work
3-2022 - 3-2025
Head of Product Intelligence & Innovation at MassMutual
6-2019 - 3-2022
Senior Product Manager at Vanguard
6-2016 - 6-2019
Collective Trust Product Manager at Vanguard
12-2013 - 6-2016
Pricing Analyst at Vanguard

Education

Bachelor of Arts from Wake Forest University
Certificate from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Head of Investment Product Strategy & Development at Open To Work
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Insights For Selling To Evan

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Invite them for a lunch or a drink/coffee
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Evan is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Evan

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Evan move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Evan take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Evan

Personality Compatibility


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