Keri Cruz

Evaluator
DISC Type : CDS

Director of First Impressions, Administrative Assistant at Bay Harbor Wealth Management

Baltimore, Maryland, United States

Overview

Keri Cruz is the Administrative Assistant and Director of First Impressions at Bay Harbor Wealth Management. A recent graduate of Towson University, she holds a Bachelors in Business Administration with a concentration in Leadership & Management. Her background includes extensive experience in executive assistance, customer service, and scheduling.

Keri pursued a minor in Spanish alongside her business degree at Towson University, where she also dedicated four years to an internship with the Environmental Health and Safety department. She earned a place on the Deans List in Fall 2020 for her academic achievements.

Unique fact: Keri holds the distinctive dual title of "Director of First Impressions, Administrative Assistant. "

Personality Overview

Quality Focused

Thorough Evaluator

Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Client Experience
Her title, "Director of First Impressions, " shows her role is focused on creating a welcoming and positive initial experience for clients at a wealth management firm.
Administrative Excellence
Her career history demonstrates a focus on high-level administrative support, with skills in scheduling, organization, and executive assistance at various organizations.
Leadership & Management
Completed a Bachelor's of Science in Business Administration with a specific concentration in Leadership & Management from Towson University.

Media Appearances

Keri has no verified media appearances

Work History

10-2023
Director of First Impressions, Administrative Assistant at Bay Harbor Wealth Management
12-2022 - 5-2023
Executive Assistant at Elkridge Club
8-2021 - 12-2022
Membership Services Assistant at Elkridge Club
9-2017 - 6-2021
Safety Aide at Environmental Health and Safety

Education

2017 - 2021
Bachelor's of Science from Towson University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Baltimore, Maryland, United States Job Level : Mid-senior Designation : Director of First Impressions, Administrative Assistant at Bay Harbor Wealth Management
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Insights For Selling To Keri

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keri is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Keri

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Keri move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Keri take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Keri

Personality Compatibility


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