Kris Maleski, AIF

Examiner
DISC Type : cs

Financial Advisor / Senior Relationship Manager at HUB International Mid-Atlantic

Washington, District of Columbia, United States

Overview

Kris Maleski is a Senior Financial Advisor at HUB International with over 15 years of experience specializing in retirement plan consulting and wealth management. He holds an Accredited Investment Fiduciary (AIF®) designation and has been recognized as a NAPA Net "Ace Under 40" and one of PLANADVISERs Top 100 Retirement Plan Advisers.

Outside of work, Kris is actively involved with the Washington Area Total Rewards Association (WATRA). He enjoys spending time with his family, running, hiking, and being near the water.

He has helped manage over $600 million in assets in a previous role as a Senior Portfolio Trader and Investment Analyst.

Personality Overview

Status Quo Seeker

Tough To Convince

Unexpressive

They are thorough and always follow a systematic approach.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Retirement Plan Design
Specializes in designing and implementing a wide range of retirement plans for businesses, including 401(k), Cash Balance, and Non-Qualified Deferred Compensation plans.
Fiduciary Responsibility
Holds the Accredited Investment Fiduciary (AIF®) designation, indicating a focus on acting in the best interest of his clients and their employees.
Outdoor Activities
His personal interests include running, hiking, and being near the water, suggesting an appreciation for an active outdoor lifestyle.

Media Appearances

Kris has no verified media appearances

Work History

7-2019
Financial Advisor / Senior Relationship Manager at HUB International Mid-Atlantic
1-2022
Board Member - Community & Membership Committee at Washington Area Total Rewards Association (WATRA)
12-2021
Communications Member Representative at HR Alliance DC
9-2015 - 7-2019
Investment Analyst at Strategic Financial Associates, LLC
1-2014 - 8-2015
Portfolio Analyst at Strategic Wealth Management Group LLC

Education

2005 - 2009
Bachelors of Science from Gannon University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Washington, District of Columbia, United States Job Level : Middle Designation : Financial Advisor / Senior Relationship Manager at HUB International Mid-Atlantic
URL has been copied!

Insights For Selling To Kris

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kris is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kris

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kris move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Kris take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Kris

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.