Kevin Peterson

Energizer
DISC Type : I

SVP Business Development at Osaic

Seattle, Washington, United States

Overview

Kevin has no verified overview

Personality Overview

Big Picture Person

Enthusiastic

Believer

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are people oriented, friendly and like creating new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Kevin has no verified topics they care about

Media Appearances

Kevin has no verified media appearances

Work History

4-2024
SVP Business Development at Osaic
1-2021 - 4-2024
Head of West RIA Custody Sales at Goldman Sachs
1-2004 - 1-2021
Vice President Institutional Sales at TD Ameritrade
1-1999 - 1-2004
Stock Broker at RBC Wealth Management

Education

1984 - 1988
Bachelor of Arts (B.A.) from University of Washington
1993 - 1996
Master of Business Administration (M.B.A.) from University of St. Thomas

More Information

Social Presence :

Prographics :

Exp : 26 Location : Seattle, Washington, United States Job Level : Leadership Designation : SVP Business Development at Osaic
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid overloading them with too much detail
  • Avoid cutting into their flow
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Kevin

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Kevin take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Kevin

Personality Compatibility


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