Heidi Walsh

Examiner
DISC Type : cs

Managing Director, Asset & Wealth Management at Goldman Sachs

Washington DC-Baltimore Area, United States

Overview

Heidi has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are thorough and always follow a systematic approach.

Topics They Care About

Heidi has no verified topics they care about

Media Appearances

Heidi has no verified media appearances

Work History

4-2024
Managing Director, Asset & Wealth Management at Goldman Sachs
9-2023 - 6-2024
Principal at Atelier Consulting, LLC
5-2017 - 7-2023
Senior Executive, Senior Sales Director, T. Rowe Price Global Institutional Group at T. Rowe Price
5-2014 - 5-2017
Executive Director, Defined Contribution Investment Solutions at J.P. Morgan Asset Management
5-2012 - 5-2014
Head of Consultant and Advisor Relations at J.P. Morgan Asset Management

Education

Master of Business Administration - MBA from University of Maryland - Robert H. Smith School of Business
Bachlors Degree from Hood College

More Information

Social Presence :

Prographics :

Exp : 17 Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Managing Director, Asset & Wealth Management at Goldman Sachs
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Insights For Selling To Heidi

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heidi is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Heidi

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Heidi move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Heidi take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Heidi

Personality Compatibility


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