John Gray, CFA, CFP®

Questioner
DISC Type : c

Senior Fund Manager at MissionSquare Retirement

West Chester, Pennsylvania, United States

Overview

John has no verified overview

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

10-2021
Senior Fund Manager at MissionSquare Retirement
7-2017 - 10-2021
Senior Analyst, Portfolio Construction at T. Rowe Price
8-2015 - 7-2017
Manager Research and Selection at Citi
1-2011 - 8-2015
Due Diligence Analyst at Citi

Education

2006 - 2010
Bachelor of Science (BS) from Penn State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : West Chester, Pennsylvania, United States Job Level : Middle Designation : Senior Fund Manager at MissionSquare Retirement
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from John

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can John take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And John

Personality Compatibility


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