Ian Peckett

Critic
DISC Type : C

CTO - Digital Wealth at InvestCloud, Inc.

New York, New York, United States

Overview

Ian has no verified overview

Personality Overview

Objective Thinker

Information Seeker

ROI Driven

They prefer to do logical analysis and value evidence over emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They enjoy working alone and do not rely on others very often.

Topics They Care About

Ian has no verified topics they care about

Media Appearances

Ian has no verified media appearances

Work History

1-2025
CTO - Digital Wealth at InvestCloud, Inc.
11-2022 - 1-2025
Client Group Chief Information Officer at Capital Group
5-2019 - 10-2022
Global Head of Buyside Enterprise Products at Bloomberg LP
4-2013 - 3-2019
Managing Director / CTO at Neuberger Berman
4-2009 - 3-2013
Manager of Trading Technology at Bridgewater Associates

Education

1991 - 1994
Bsc from University of Southampton

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York, New York, United States Job Level : Leadership Designation : CTO - Digital Wealth at InvestCloud, Inc.
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Insights For Selling To Ian

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ian is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Ian

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Ian move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Ian take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Ian

Personality Compatibility


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