Geoff Youell

Galvanizer
DISC Type : Id

Managing Director Sales, Service and Marketing Technology at Charles Schwab

Westminster, Colorado, United States

Overview

Geoff has no verified overview

Personality Overview

Socially Adept

Trusting

People-Oriented

They are charming and have the ability to align others behind their decisions.  They are more likely to be open to unproven but exciting technologies. They will fight for you if they come to believe in you.

Topics They Care About

Geoff has no verified topics they care about

Media Appearances

Geoff has no verified media appearances

Work History

8-2021
Managing Director Sales, Service and Marketing Technology at Charles Schwab
3-2018 - 8-2021
VP Sales, Service, Marketing and Contact Center Technology at Charles Schwab
2-2013 - 3-2018
VP Corporate Technology Group at OppenheimerFunds
6-2006 - 1-2013
Associate Vice President - Corporate Technology Group at OppenheimerFunds
1-2004 - 5-2006
Lead Principal Consultant at XAware Inc

Education

BA from Western University
OO Programming from Seneca Polytechnic

More Information

Social Presence :

Prographics :

Exp : 28 Location : Westminster, Colorado, United States Job Level : Mid-senior Designation : Managing Director Sales, Service and Marketing Technology at Charles Schwab
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Insights For Selling To Geoff

During A Call Or A Meeting

DO's

  • Appeal to their sense of self-worth and how they will impact their organization
  • Find ways to push them a little if they don’t start giving a clear yes or no in due course
  • Help them weigh the risks by sharing how others made similar decisions

DONT's

  • Do not come across as negative or non-supportive, work with them as a partner
  • Don’t hesitate from asking questions, but take a friendly and warm approach
  • Do not look like someone who doesn’t know what they are talking about

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Geoff is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Geoff

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Geoff move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Geoff take some risk or not?

  • They can take risks if necessary.

You And Geoff

Personality Compatibility


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