Kjeld Engberg, CFA

Observer
DISC Type : ic

Head of Structured Products - Managing Director at Oppenheimer & Co. Inc.

New York, New York, United States

Overview

Kjeld has no verified overview

Personality Overview

Value Driven

Assertive

Curious

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Kjeld has no verified topics they care about

Media Appearances

Kjeld has no verified media appearances

Work History

5-2018
Head of Structured Products - Managing Director at Oppenheimer & Co. Inc.
10-2016 - 5-2018
Director at Deutsche Bank Securities
9-2013 - 5-2016
Director at Credit Suisse
1-2007 - 9-2013
Director - Structured Solutions Development at UBS Wealth Management
9-2005 - 12-2006
Securitization Analyst at Barclays Bank

Education

1999 - 2004
MSc from The London School of Economics and Political Science (LSE)
Political Science and Government from Christianshavns Gymnasium

More Information

Social Presence :

Prographics :

Exp : 20 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Structured Products - Managing Director at Oppenheimer & Co. Inc.
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Insights For Selling To Kjeld

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Focus on immediate action-items rather than the larger goals
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kjeld is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Kjeld

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Kjeld move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Kjeld take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Kjeld

Personality Compatibility


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