Frank Albanese, CEPA

Questioner
DISC Type : c

Senior Managing Director - Complex Director at RBC Wealth Management

Syracuse, New York, United States

Overview

Frank has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Frank has no verified topics they care about

Media Appearances

Frank has no verified media appearances

Work History

6-2021
Senior Managing Director - Complex Director at RBC Wealth Management
10-2014 - 4-2021
Managing Director - Regional President New England at Wells Fargo Advisors
4-2011 - 10-2014
Managing Director - Market Manager Northeast Ohio at Wells Fargo Advisors
10-2004 - 4-2011
Complex Branch Manager at Wells Fargo Advisors

Education

1979 - 1983
BS - Dual major from St. Lawrence University
1976 - 1979
Education details unavailable from LC Obourn High School - East Rochester Bombers

More Information

Social Presence :

Prographics :

Exp : 21 Location : Syracuse, New York, United States Job Level : Senior Designation : Senior Managing Director - Complex Director at RBC Wealth Management
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Insights For Selling To Frank

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Frank is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Frank

  • 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 Frank move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Frank take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Frank

Personality Compatibility


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