Linda D Farquhar, CFA

Judge
DISC Type : Dc

Wealth Management Advisor at TIAA

Greater Philadelphia, United States

Overview

Linda is a CFA Charterholder and Wealth Management Advisor at TIAA, specializing in financial solutions for high-net-worth individuals. An experienced investment professional with an MBA from The Wharton School, she previously founded an award-winning fashion technology company and worked as an equity analyst and research team leader.

Outside of her financial career, Linda is a wife, mother, and dog lover who is passionate about mentorship and womens advocacy. She is actively involved in her community, serving on the board of the University of Pennsylvania Alumni Club of Delaware and as a co-chair for her neighborhoods social committee.

She founded a custom womenswear company that was one of the first in the U. S. to use 3-D body scanning technology to enhance the customer experience.

Personality Overview

Features Driven

Quality Focused

Objective Thinker

They prefer to be the ones controlling the conversation or defining the terms.  More than the product, they care about the impact of the product. They take a lot of pride in personal achievements.

Topics They Care About

Wealth Management
As a CFA charterholder and advisor at TIAA, she is skilled in providing financial planning and investment solutions for affluent and high-net-worth clients.
Entrepreneurship
She founded and led two companies, including an award-winning fashion-tech venture called entreDonovan, which leveraged a low-inventory, high-ROI retail model.
Women's Advocacy
Identifies as a women's advocate and founded her company to fill a void in the market for professional women's apparel.

Media Appearances

Linda Farquhar - Wealth Management Advisor - TIAA Locations. Featured in TIAA

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Work History

8-2023
Wealth Management Advisor at TIAA
8-2018 - 12-2022
Founder & CEO at entreDonovan Wholesale
7-2011 - 12-2022
Founder & CEO at entreDonovan
6-2000 - 8-2011
Research Team Leader at Friess Associates
12-1997 - 6-2000
Equity Analyst at Bennett Lawrence Management

Education

1991 - 1993
MBA from The Wharton School
BS Highest Honors from Rutgers University - Camden

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Philadelphia, United States Job Level : N/A Designation : Wealth Management Advisor at TIAA
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Insights For Selling To Linda D

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Hold your ground without indulging in one-upmanship
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don't try too hard to forge relationships with them
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Linda D is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Linda D

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Linda D move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Linda D take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Linda D

Personality Compatibility


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