Joseph Montero

Critic
DISC Type : C

Partner at Smolin Lupin & Co

New York City Metropolitan Area, United States

Overview

Joseph has no verified overview

Personality Overview

ROI Driven

Objective Thinker

Negotiator

They prefer to do logical analysis and value evidence over emotions.  They enjoy working alone and do not rely on others very often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

8-2018
Partner at Smolin Lupin & Co
10-2015 - 8-2018
Director at Marks Paneth LLP
4-2011 - 9-2012
Partner at WeiserMazars LLP
Partner at CohnReznick LLP
Senior Manager at Goldstein Golub Kessler & Co. (currently RSM)

Education

1985 - 1990
BBA from Pace University - Lubin School of Business
1982 - 1985
Education details unavailable from Spring Valley High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York City Metropolitan Area, United States Job Level : Middle Designation : Partner at Smolin Lupin & Co
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Joseph

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Joseph take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Joseph

Personality Compatibility


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