Joseph O'Dea

Researcher
DISC Type : Cs

Vice President - AWM Change Management at Goldman Sachs

New York, New York, United States

Overview

Joseph is the Vice President of AWM Change Management at Goldman Sachs, specializing in driving efficiency and enhancing client experiences. A results-oriented leader, he has progressed through various roles at the firm, building extensive experience in operations and change management. He holds an MBA from Russell Sage College.


Joseph recently completed a certification in "Generative AI: Introduction and Applications. "

Personality Overview

Detail Oriented

Self-Disciplined

Soft Communicator

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

AWM Change Management
His current role as Vice President at Goldman Sachs is focused on leading change management initiatives within the Asset & Wealth Management division.
Operational Efficiency
His background emphasizes a proven ability to drive operational efficiency and manage cross-functional leadership in high-pressure financial environments.
Applied Generative AI
Holds a certification in "Generative AI: Introduction and Applications, " indicating a focus on leveraging emerging technologies in his field.

Media Appearances

Joseph has no verified media appearances

Work History

12-2024
Vice President - AWM Change Management at Goldman Sachs
12-2023 - 12-2024
Senior Associate at Goldman Sachs
12-2022 - 12-2023
Associate at Goldman Sachs
1-2021 - 8-2021
Senior Analyst at Ayco, a Goldman Sachs Company
7-2019 - 1-2021
Operations Analyst at Ayco, a Goldman Sachs Company

Education

8-2020 - 5-2023
Master of Business Administration - MBA from Russell Sage College
2014 - 2018
Bachelor's degree from SUNY Oneonta

More Information

Social Presence :

Prographics :

Exp : 6 Location : New York, New York, United States Job Level : Senior Designation : Vice President - AWM Change Management at Goldman Sachs
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

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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