Lou Rossetti, MBA, CTFA, AEP®

Wildcard
DISC Type : csi

Senior Vice President & Senior Trust Officer at Canandaigua Wealth Management at Canandaigua National Bank

Rochester, New York Metropolitan Area, United States

Overview

Lou has no verified overview

Personality Overview

Friendly But Slow

Requires Proof

Curious But Skeptical

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

Topics They Care About

Lou has no verified topics they care about

Media Appearances

Lou has no verified media appearances

Work History

8-2018
Senior Vice President & Senior Trust Officer at Canandaigua Wealth Management at Canandaigua National Bank
7-2015 - 8-2018
Vice President & Trust Officer at Key Private Bank at KeyBank
7-2015 - 10-2016
Vice President & Trust Officer at First Niagara Private Client Services at First Niagara Bank
8-2008 - 7-2015
Vice President & Trust Officer at JPMorgan
4-2008 - 7-2008
Trust Administrator at JPMorgan

Education

2002 - 2006
Master of Business Administration - MBA from University of Rochester - Simon Business School
1997 - 2001
BSBA from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 25 Location : Rochester, New York Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President & Senior Trust Officer at Canandaigua Wealth Management at Canandaigua National Bank
URL has been copied!

Insights For Selling To Lou

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lou is

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

  • 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 Lou move?

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

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

You And Lou

Personality Compatibility


Other Canandaigua National Bank Employees

Explore more public profiles from related professionals at the same organization.

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.