Ivan M.

Observer
DISC Type : ic

Chief Executive Officer at Global Wealth Management

Miami, Florida, United States

Overview

Ivan has no verified overview

Personality Overview

Value Driven

Assertive

Curious

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Ivan has no verified topics they care about

Media Appearances

Ivan has no verified media appearances

Work History

2-2025
Chief Executive Officer at Global Wealth Management
9-2023 - 2-2025
Chief Financial Officer | EOS Integrator at Global Wealth Management
4-2021
Founder at NuForm Media LLC
1-2018 - 4-2021
Chief Financial Officer at HC2 Broadcasting Holdings Inc.
7-2016 - 1-2018
Deputy Chief Accounting Officer at HRG Group, Inc.

Education

Accounting from Baruch College
Education details unavailable from Sofia University St. Kliment Ohridski

More Information

Social Presence :

Prographics :

Exp : 17 Location : Miami, Florida, United States Job Level : Leadership Designation : Chief Executive Officer at Global Wealth Management
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Insights For Selling To Ivan

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ivan is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Ivan

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Ivan move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Ivan take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Ivan

Personality Compatibility


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