Joseph Cullaro

Planner
DISC Type : Sc

Head of Operations and Service at Digital Brokerage Services, LLC at Plynk Invest

New York City Metropolitan Area, United States

Overview

Joseph has no verified overview

Personality Overview

Deliberate

Slower Adopter

Disciplined

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

8-2021
Head of Operations and Service at Digital Brokerage Services, LLC at Plynk Invest
8-2020 - 1-2022
Director of Operations, SimpliFid Digital Solutions at Fidelity Investments at Fidelity Investments
10-2011 - 8-2020
Senior Director of Client Management at Fidelity Investments
7-2004 - 2011
Client Management at Fidelity Investments
11-1998 - 2004
NY Order Room at Fidelity Investments

Education

1994 - 1998
Education details unavailable from Iona University

More Information

Social Presence :

Prographics :

Exp : 27 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Operations and Service at Digital Brokerage Services, LLC at Plynk Invest
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Joseph

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Joseph take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Joseph

Personality Compatibility


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