Karl Roessner

Supporter
DISC Type : s

Chief Executive Officer at Vestmark

New York, New York, United States

Overview

Karl has no verified overview

Personality Overview

Thoughtful In Approach

Slow To Decisions

Calm

They are motivated by the potential impact of their decision on the organization.  They maintain good relationships with everyone, internally and externally. They prefer to follow rules and procedures.

Topics They Care About

Karl has no verified topics they care about

Media Appearances

Karl has no verified media appearances

Work History

9-2022
Chief Executive Officer at Vestmark
8-2021 - 1-2026
Member Board Of Directors at OANDA
2-2021
Member Of The Board Of Advisors at Wizest
8-2019 - 12-2019
Senior Advisor at E*TRADE
9-2016 - 8-2019
Chief Executive Officer at E*TRADE

Education

1989 - 1992
JD from St. John's University School of Law
1985 - 1989
BBA from Siena University

More Information

Social Presence :

Prographics :

Exp : 32 Location : New York, New York, United States Job Level : Leadership Designation : Chief Executive Officer at Vestmark
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Insights For Selling To Karl

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • If possible, connect them to existing customers
  • Pause and ask them if they have any questions

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karl is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Karl

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Karl move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Karl take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Karl

Personality Compatibility


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