Joel Moreau

Trailblazer
DISC Type : DI

Investment Banking Summer Analyst at Financial Technology Partners / FT Partners

Lafayette, Louisiana, United States

Overview

Joel has no verified overview

Personality Overview

Achievement-Oriented

Friendly But Fast

Assertive

They will fight for you if they come to believe in you.  A combination of speed and relationship gets the best response from them. They are not against taking risks and can make tough decisions when required.


Topics They Care About

Joel has no verified topics they care about

Media Appearances

Joel has no verified media appearances

Work History

6-2021 - 8-2021
Investment Banking Summer Analyst at Financial Technology Partners / FT Partners
9-2020 - 6-2021
Venture Capital Financial Analyst at Louisiana Funds
8-2020
Co-Founder & Chief Operating Officer at Mallard Bay Outdoors
5-2020 - 8-2020
Private Equity Summer Analyst at Beachton Capital Partners
6-2019 - 7-2019
Digital Media Intern at Burning Stick Creative

Education

2018 - 2021
Bachelor of Science - BS from Louisiana State University
2021 - 2022
Master's degree from Louisiana State University

More Information

Social Presence :

Prographics :

Exp : 2 Location : Lafayette, Louisiana, United States Job Level : Leadership Designation : Investment Banking Summer Analyst at Financial Technology Partners / FT Partners
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Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Display high self-confidence and expect them to have a strong personality.
  • Help them visualize the impact of their decision
  • Give them control of the sales process

DONT's

  • Don’t force involvement of other stakeholders unless it is critical
  • Don't make any commitments that you might not be able to fulfill
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Joel

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Joel move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Joel take some risk or not?

  • If necessary, they will be ready to take risks.

You And Joel

Personality Compatibility


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