Ian Lee

Researcher
DISC Type : Cs

Manager at Baker Tilly US

New York, New York, United States

Overview

Ian has no verified overview

Personality Overview

ROI Seeker

Soft Communicator

Cost Conscious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  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.

Topics They Care About

Ian has no verified topics they care about

Media Appearances

Ian has no verified media appearances

Work History

6-2025
Manager at Baker Tilly US
2-2022 - 6-2025
Senior Real Estate Analyst at Baker Tilly US
4-2018 - 2-2022
Analyst at HTG Consultants, LLC
6-2016 - 7-2017
Research Assistant at The Wharton School
7-2012 - 4-2014
Underwriter at Samsung Fire & Marine Insurance

Education

Master's degree from University of Pennsylvania
Bachelor's degree from University of Michigan

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York, New York, United States Job Level : Middle Designation : Manager at Baker Tilly US
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Insights For Selling To Ian

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • 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 Ian is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Ian

  • 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 Ian move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Ian take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Ian

Personality Compatibility


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