Faith Reilly

Observer
DISC Type : ic

Vice President at CAPTRUST

New York City Metropolitan Area, United States

Overview

Faith Reilly is a Vice President in the Advisor Group at CAPTRUST, having previously worked as a Financial Analyst at Goldman Sachs. She graduated Magna Cum Laude from Bucknell University’s Freeman College of Management with a degree in Markets, Innovation and Design, equipping her with a blend of creative and strategic skills.

Outside of her professional life, Faith was a dedicated athlete as a member of the Division 1 Women’s Lacrosse team while at Bucknell before an injury ended her playing career. She channeled her drive into founding the Bison Finance Society to help fellow students launch careers in the financial industry.

While a D1 athlete, she founded the Bison Finance Society to help launch her peers careers.

Personality Overview

Curious

Example Seeker

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Wealth Management
Her career began as a Private Wealth Management Financial Analyst at Goldman Sachs, specializing in family office coverage.
Business Development
Her current role at CAPTRUST is focused on business development within the Northeast region.
Financial Mentorship
Founded the Bison Finance Society to help fellow Bucknell students enter the financial services industry.

Media Appearances

Faith has no verified media appearances

Work History

3-2025
Vice President at CAPTRUST
6-2024 - 3-2025
Analyst at Goldman Sachs
6-2022 - 6-2024
Analyst at Goldman Sachs
9-2020 - 8-2021
Summer Analyst at Goldman Sachs
7-2020 - 8-2021
Business and Consulting Intern at Bucknell University

Education

2018 - 2022
Bachelor of Science in Business Administration from Bucknell University
2019 - 2019
Calculus from The London School of Economics and Political Science (LSE)

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President at CAPTRUST
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Insights For Selling To Faith

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Faith is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Faith

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Faith move?

  • They like to analyze well and then make their decisions.
  • Can Faith take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Faith

Personality Compatibility


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