Joshua Young, CFA, CAIA

Initiator
DISC Type : Di

Senior Portfolio Manager at Constitution Wealth

Austin, Texas, United States

Overview

Joshua has no verified overview

Personality Overview

Impact-Oriented

Risk-Accepting

Confident

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Joshua has no verified topics they care about

Media Appearances

Joshua has no verified media appearances

Work History

5-2024
Senior Portfolio Manager at Constitution Wealth
9-2022
Director at Southwest Public Policy Institute
7-2019 - 7-2024
Founder & President at The Republic Capital Management LLC
7-2017 - 6-2019
Analyst at Cambridge Square Capital
11-2013 - 6-2017
Trading Assistant at Harvard Management Company

Education

2007 - 2008
Master of Science from Questrom School of Business, Boston University
2000 - 2004
BA from University of New Hampshire

More Information

Social Presence :

Prographics :

Exp : 16 Location : Austin, Texas, United States Job Level : Middle Designation : Senior Portfolio Manager at Constitution Wealth
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Insights For Selling To Joshua

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Get them to a point where they are ready to bat for your product internally
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joshua is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Joshua

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Joshua move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Joshua take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Joshua

Personality Compatibility


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