Kenneth Sheresky, CEPA®

Examiner
DISC Type : cs

Financial Advisor - The Sheresky Samsen Group at RBC Wealth Management

New York City Metropolitan Area, United States

Overview

Kenneth has no verified overview

Personality Overview

Overcautious

Status Quo Seeker

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Kenneth has no verified topics they care about

Media Appearances

Kenneth has no verified media appearances

Work History

5-2020
Financial Advisor - The Sheresky Samsen Group at RBC Wealth Management
1-2025
First Vice President at RBC Wealth Management
1-2023 - 1-2025
Vice President at RBC Wealth Management
10-2016 - 5-2020
Financial Advisor at Morgan Stanley

Education

Bachelor of Arts from Lehigh University
High School from Deerfield Academy

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Financial Advisor - The Sheresky Samsen Group at RBC Wealth Management
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Insights For Selling To Kenneth

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kenneth is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kenneth

  • 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 Kenneth move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Kenneth take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Kenneth

Personality Compatibility


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