Kevin S.

Energizer
DISC Type : I

Operational Specialist at RIA Advisors

Houston, Texas, United States

Overview

Kevin S. is an experienced Operations Specialist with a demonstrated history of working in the financial services industry at firms like RIA Advisors, Sovereign Wealth Advisors, and Morgan Stanley. He is skilled in operational excellence, investment management, and client relations.

He holds an Accredited Asset Management Specialist certification.

Personality Overview

Big Picture Person

Believer

Full Of Energy

They are always positive and upbeat, so take their promises with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Operational Excellence
This skill is highlighted in his current and past roles, indicating a focus on optimizing financial operations and processes.
Client Relations
His background as a Sr. Client Service Associate at multiple firms showcases a strong focus on managing client needs and communication.
Financial Advisory
Listed as a core skill across his entire employment history, showing deep experience in the advisory space.

Media Appearances

Kevin has no verified media appearances

Work History

7-2023
Operational Specialist at RIA Advisors
9-2022 - 6-2023
Sr Client Service Associate at Sovereign Wealth Advisors, LLC
10-2021 - 9-2022
Client Operations Associate at Dahring | Cusmano and Associates
11-2016 - 10-2021
Sr Client Service Associate at Morgan Stanley
10-2013 - 11-2016
Registered Representative at Frost Brokerage

Education

Kevin has no verified education history

More Information

Social Presence :

Prographics :

Exp : 34 Location : Houston, Texas, United States Job Level : Junior Designation : Operational Specialist at RIA Advisors
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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
  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Kevin

  • They will probably never 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 quickest decision makers, their friendly attitude could be misleading.
  • Can Kevin take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Kevin

Personality Compatibility


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