Joshua A. Shindell

Observer
DISC Type : ic

Advice Methodology Analyst - Sr. Specialist at Vanguard

Philadelphia, Pennsylvania, United States

Overview

Joshua has no verified overview

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Topics They Care About

Joshua has no verified topics they care about

Media Appearances

Joshua has no verified media appearances

Work History

3-2026
Advice Methodology Analyst - Sr. Specialist at Vanguard
5-2025 - 3-2026
Porfolio Risk Analyst at IMCS Group
11-2023 - 12-2024
Lead Analyst - Risk & Quant Solutions at Evalueserve
6-2017 - 4-2023
Sr. Analyst - Portfolio Risk & Analytics at DuPont Capital Management
8-2013 - 5-2017
Quantitative Research Analyst - Alternative Investments at SEI

Education

2005 - 2011
Ph.D. from University of Wisconsin-Milwaukee
2004 - 2005
M.A. from University of Wisconsin-Milwaukee

More Information

Social Presence :

Prographics :

Exp : 11 Location : Philadelphia, Pennsylvania, United States Job Level : Middle Designation : Advice Methodology Analyst - Sr. Specialist at Vanguard
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Insights For Selling To Joshua A.

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joshua A. is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Joshua A.

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Joshua A. move?

  • They like to analyze well and then make their decisions.
  • Can Joshua A. take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Joshua A.

Personality Compatibility


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