Greg Maddox

Wildcard
DISC Type : sic

Product Management Executive at Wells Fargo

United States

Overview

Greg Maddox is a Product Management Executive at Wells Fargo, formerly the Head of Global Manager Research. An alumnus of the University of Georgia (BBA) and UNC Charlotte (MBA), he also holds the Chartered Financial Analyst (CFA) designation. Colleagues describe him as a fair, honest, and respected leader.


He holds the prestigious Chartered Financial Analyst (CFA) designation, a globally recognized standard for investment professionals.

Personality Overview

ROI Driven

Curious But Skeptical

Requires Proof

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Manager Research
He previously led the Global Manager Research team at the Wells Fargo Investment Institute, a core part of his expertise.
Wealth Management
His executive role and his position on the board of the American Bankers Association's Wealth & Trust School highlight his focus in this area.
Diversity in Finance
Serves on the National Advisory Council for the National Association of Securities Professionals (NASP), which supports minorities and women in finance.

Media Appearances

Greg has no verified media appearances

Work History

2-2022
Product Management Executive at Wells Fargo
6-2020
Board & Faculty Member at American Bankers Association Wealth & Trust School
1-2019
Advisory Board Member at II Sub-Advisory Institute
8-2021 - 2-2025
National Advisory Council Member at NASP HQ - National Association of Securities Professionals HEADQUARTERS
2-2014 - 4-2022
Managing Director, Head of Global Manager Research at Wells Fargo Investment Institute

Education

Greg has no verified education history

More Information

Social Presence :

Prographics :

Exp : 11 Location : United States Job Level : N/A Designation : Product Management Executive at Wells Fargo
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Greg

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Greg take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Greg

Personality Compatibility


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