Joel McInnis

Sharpshooter
DISC Type : DC

Vice President, Data Analytics Lead at Morgan Stanley

Calgary, Alberta, Canada

Overview

Joel has no verified overview

Personality Overview

Precise But Practical

ROI Driven

Thorough Evaluator

They do not care very much about building rapport or relationships.  They like to stay in control of the negotiation or defining of the terms. They are less concerned about the product and more about its potential impact.

Topics They Care About

Joel has no verified topics they care about

Media Appearances

Joel has no verified media appearances

Work History

1-2023
Vice President, Data Analytics Lead at Morgan Stanley
10-2021 - 1-2023
AVP, Data Analytics Lead at Morgan Stanley
9-2017 - 10-2021
AVP, Relationship Manager, Shareworks by Morgan Stanley at Morgan Stanley
2-2017 - 9-2017
Manager, Business Development at Critical Control Energy Services
5-2014 - 4-2017
Service Delivery Manager, Measurement Operations at Critical Control Energy Services

Education

Master of Management Analytics from Smith School of Business at Queen's University
Business Analytics from Northwestern University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Calgary, Alberta, Canada Job Level : Senior Designation : Vice President, Data Analytics Lead at Morgan Stanley
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Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don't try too hard to forge relationships with them
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Joel

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Joel move?

  • If convinced, they can reach decisions quite fast.
  • Can Joel take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Joel

Personality Compatibility


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