Lori Steffel

Enthusiast
DISC Type : i

Growth Equity Investor at Norwest

San Francisco, California, United States

Overview

Lori has no verified overview

Personality Overview

Story Driven

Non-Confrontational

Amiable & Agreeable

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. They are more about building relationships than just cutting deals.

Topics They Care About

Lori has no verified topics they care about

Media Appearances

Lori has no verified media appearances

Work History

8-2025
Growth Equity Investor at Norwest
7-2024 - 8-2025
Investment Banking Associate at Evercore
6-2022 - 6-2024
Investment Banking Analyst at Evercore
7-2021 - 5-2022
Investment Banking Analyst at Truist Securities

Education

Bachelor of Business Administration from Emory University
Education details unavailable from Glenbrook South High School

More Information

Social Presence :

Prographics :

Exp : 4 Location : San Francisco, California, United States Job Level : N/A Designation : Growth Equity Investor at Norwest
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Insights For Selling To Lori

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori is

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

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Lori move?

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

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

You And Lori

Personality Compatibility


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