Jillian Stokes Dart, J.D., SVP, CTFA, AEP®

Researcher
DISC Type : Cs

Senior Vice President-Manager Trust and Estate Solutions at Canandaigua National Bank

Rochester, New York Metropolitan Area, United States

Overview

Jillian has no verified overview

Personality Overview

Detail Oriented

Process Focused

ROI Seeker

They are thorough and always follow a systematic approach.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Jillian has no verified topics they care about

Media Appearances

Jillian has no verified media appearances

Work History

5-2020
Senior Vice President-Manager Trust and Estate Solutions at Canandaigua National Bank
10-2018 - 5-2020
Senior Vice President, Lead Trust Administration Officer at Canandaigua National Bank
1-2017 - 10-2018
Managing Director/Market Trust Director at US Trust, Bank of America Private Wealth Management at US Trust, Bank of America Private Wealth Management
8-2011 - 1-2017
Senior Vice President - Market Trust Director at US Trust, Bank of America Private Wealth Management
10-2007 - 5-2009
Vice President - Trust Officer at US Trust, Bank of America Private Wealth Management

Education

2001 - 2001
CTFA from ABA
1990 - 1993
J.D. from Syracuse University College of Law

More Information

Social Presence :

Prographics :

Exp : 26 Location : Rochester, New York Metropolitan Area, United States Job Level : N/A Designation : Senior Vice President-Manager Trust and Estate Solutions at Canandaigua National Bank
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Insights For Selling To Jillian

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jillian is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jillian

  • 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 Jillian move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jillian take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jillian

Personality Compatibility


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