Kristin Stout

Wildcard
DISC Type : sic

Head of Wealth & Investment Management Operations and Services Technology at Wells Fargo

Charlotte, North Carolina, United States

Overview

Kristin Stout is a strategic leader serving as the Head of Wealth & Investment Management Operations and Services Technology at Wells Fargo. She specializes in business transformation, operational risk reduction, and process automation to decrease expenses. Kristin is a graduate of James Madison University and is a Six Sigma Green Belt Certified professional.

Based on her public engagement, Kristin is a strong advocate for advancing women in the technology sector. She has expressed immense pride in working for companies that are dedicated to closing the gender gap and celebrates the contributions of talented women in the field.

Unique fact: Kristin has a proven track record of driving significant financial improvements, including reducing total expenses by 27% in a previous role.

Personality Overview

Curious But Skeptical

ROI Driven

Requires Proof

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Operational Efficiency
Her career focus involves reducing operational risk, decreasing expenses, and increasing productivity through process discipline and improvement.
Business Transformation
She has extensive experience leading large-scale business transformations, including managing a portfolio of over 100 projects focused on automation and savings.
Women in Technology
Expressed strong support for closing the gender gap in the tech industry and celebrates the talent of women in the field.

Media Appearances

Wells Fargo’s New Virtual Assistant, Fargo, to Be Powered by Google Cloud AI. Featured in Wells Fargo Newsroom

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Work History

7-2021
Head of Wealth & Investment Management Operations and Services Technology at Wells Fargo
5-2021
Technology Business Operations Executive at Bank of America
Technology Business Operations Executive, Technology Infrastructure at Bank of America
Technology Business Operations Executive, Global Wealth Management at Bank of America

Education

Bachelor of Business Administration from James Madison University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Charlotte, North Carolina, United States Job Level : Mid-senior Designation : Head of Wealth & Investment Management Operations and Services Technology at Wells Fargo
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Insights For Selling To Kristin

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristin is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Kristin

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Kristin move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Kristin take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kristin

Personality Compatibility


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