Lee Waite

Evaluator
DISC Type : sdc

SaaS Sales Executive at Wealth Dynamix

London Area, United Kingdom

Overview

Lee has no verified overview

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Lee has no verified topics they care about

Media Appearances

Lee has no verified media appearances

Work History

11-2025
SaaS Sales Executive at Wealth Dynamix
10-2023 - 12-2025
Sales Director at Broadridge Fund Communication Solutions
8-2022 - 10-2023
Senior Business Development Manager at Iress
6-2014 - 8-2022
Senior Sales and Relationship Manager, Wealth & Adviser Solutions at Pershing, a BNY Mellon company
1-2009 - 1-2014
Sales Development Manager (Third Party Distribution) at Premier Asset Management

Education

1996 - 2000
CISI Diploma from Chartered Institute for Securities and Investment
2006 - 2006
Introductory Diploma in Management from Institute of Leadership and Management

More Information

Social Presence :

Prographics :

Exp : 20 Location : London Area, United Kingdom Job Level : N/A Designation : SaaS Sales Executive at Wealth Dynamix
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Lee

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Lee take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Lee

Personality Compatibility


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