Koleen Busby

Enthusiast
DISC Type : i

Anti-Money Laundering Investigator II at SoFi

Dallas, Texas, United States

Overview

Koleen has no verified overview

Personality Overview

Non-Confrontational

Consensus Focused

Story Driven

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Koleen has no verified topics they care about

Media Appearances

Koleen has no verified media appearances

Work History

5-2024 - 5-2025
Anti-Money Laundering Investigator II at SoFi
11-2023 - 4-2024
AML Investigator at Green Dot Corporation
3-2020 - 10-2023
Sr Data and Fraud Analyst at Guidehouse
4-2018 - 2-2020
Senior AML Investigator at Merrill Lynch
5-2016 - 4-2018
Lead KYC/EDD Analyst at Bank of America

Education

8-2006 - 5-2011
Bachelor's degree from University of North Texas
8-2002 - 5-2006
High from Faith Family Academy of Oak Cliff

More Information

Social Presence :

Prographics :

Exp : 8 Location : Dallas, Texas, United States Job Level : N/A Designation : Anti-Money Laundering Investigator II at SoFi
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Insights For Selling To Koleen

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Koleen is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Koleen

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Koleen move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Koleen take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Koleen

Personality Compatibility


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