Helen Borkowski

Questioner
DISC Type : c

Wealth Management Seasonal Client Associate at Bank of America Merrill Lynch

Commerce, Michigan, United States

Overview

Helen is a junior at Indiana University’s Kelley School of Business, where she is studying Finance and International Business. She has practical experience as a Wealth Management Seasonal Client Associate at Bank of America Merrill Lynch, aligning with her goal of pursuing a career in wealth management.

Helen has a background in athletics and instruction, having worked as a swim instructor, lifeguard, and caddie at the Orchard Lake Country Club. This experience is complemented by her certification in CPR, AED, and First Aid, highlighting her commitment to safety and hands-on community roles.

She has held three different service positions at the Orchard Lake Country Club.

Personality Overview

Cautious & Analytical

Systematic

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Wealth Management
Her stated career ambition is in wealth management, supported by her internship experience at Bank of America Merrill Lynch.
International Business
She is currently pursuing a major in International Business at the Kelley School of Business.
Finance
As a finance major, she is focused on developing a strong foundation for her future career.

Media Appearances

Helen has no verified media appearances

Work History

5-2025
Wealth Management Seasonal Client Associate at Bank of America Merrill Lynch
6-2022 - 8-2024
Swim Instructor at ORCHARD LAKE COUNTRY CLUB
6-2020 - 8-2024
Lifeguard at ORCHARD LAKE COUNTRY CLUB
8-2018 - 9-2019
Caddie at ORCHARD LAKE COUNTRY CLUB

Education

2023 - 2027
Management and International Business from Indiana University - Kelley School of Business
8-2019 - 5-2023
Education details unavailable from Walled Lake Northern High School

More Information

Social Presence :

Prographics :

Exp : 5 Location : Commerce, Michigan, United States Job Level : N/A Designation : Wealth Management Seasonal Client Associate at Bank of America Merrill Lynch
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Insights For Selling To Helen

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Helen 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 Helen

  • 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 Helen move?

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

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


You And Helen

Personality Compatibility


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