Hillary McCullough

Examiner
DISC Type : cs

Wealth Management Compliance Officer at S&T Bank

Indiana, Pennsylvania, United States

Overview

Hillary McCullough is a VP and Wealth Management Compliance Officer at S&T Bank, bringing over 17 years of industry experience. Her expertise spans portfolio management, personal trust administration, and operations management. She holds a Bachelor of Arts from Indiana University of Pennsylvania.

Based on her education, which includes a Bachelors in French and studies at Universite de Nancy II, she may have a personal interest in French history and culture. She follows industry leaders like Vanguard and KeyBank to stay informed on financial trends.

She has highlighted the critical importance of planning for digital assets, advising that executors must know how to access cryptocurrency in a portfolio.

Personality Overview

Overcautious

Late Adopter

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Wealth Compliance
Her current role as a Wealth Management Compliance Officer underscores her focus on regulatory and operational integrity within the banking sector.
Digital Asset Planning
She has publicly emphasized the growing need for clients to ensure their digital assets, such as cryptocurrency, are accessible for estate purposes.
Fiduciary Operations
Her extensive background includes roles like Fiduciary Officer and Trust Operations Supervisor, showing a deep knowledge of trust and estate management.

Media Appearances

Hillary has no verified media appearances

Work History

7-2022
Wealth Management Compliance Officer at S&T Bank
7-2020
Trust Operations Supervisor at S&T Bank
9-2019
Trust Operations Project Manager at S&T Bank
7-2018
Asst. Vice President and Supervisor of Fiduciary Closing unit at PNC
3-2017
Assistant Vice President and Fiduciary Closing Officer at PNC

Education

1995 - 2001
Bachelor of Arts (BA) from Indiana University of Pennsylvania
2000 - 2000
Certificate of Completion from Universite de Nancy II

More Information

Social Presence :

Prographics :

Exp : 10 Location : Indiana, Pennsylvania, United States Job Level : Middle Designation : Wealth Management Compliance Officer at S&T Bank
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Insights For Selling To Hillary

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Hillary is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Hillary

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Hillary move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Hillary take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Hillary

Personality Compatibility


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