Gregory Gillis, CFP®, CIMA®

Critic
DISC Type : C

Strategic Sales Manager at AllianceBernstein

Nashville, Tennessee, United States

Overview

Gregory has no verified overview

Personality Overview

ROI Driven

Objective Thinker

Information Seeker

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Gregory has no verified topics they care about

Media Appearances

Gregory has no verified media appearances

Work History

1-2024
Strategic Sales Manager at AllianceBernstein
3-2022 - 1-2024
Regional Consultant - Associate Officer at AllianceBernstein
5-2021 - 3-2022
Assistant Vice President at Fifth Third Securities
7-2016 - 5-2021
Wealth Management Advisor at Merrill Lynch Wealth Management
2-2015 - 5-2016
Stock Broker - Registered Representative at National Securities

Education

BSBA from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : N/A Location : Nashville, Tennessee, United States Job Level : N/A Designation : Strategic Sales Manager at AllianceBernstein
URL has been copied!

Insights For Selling To Gregory

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gregory is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Gregory

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Gregory move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Gregory take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Gregory

Personality Compatibility


Other AllianceBernstein Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.