Lucinda Candal

Evaluator
DISC Type : Dsc

Managing Director, Head of Brand, Content & Client Services at Thornburg Investment Management

Santa Fe, New Mexico, United States

Overview

Lucinda has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

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

Topics They Care About

Lucinda has no verified topics they care about

Media Appearances

Lucinda has no verified media appearances

Work History

1-2024
Managing Director, Head of Brand, Content & Client Services at Thornburg Investment Management
10-2023 - 1-2024
Co-Head of Sales and Marketing Enablement at Thornburg Investment Management
1-2023 - 10-2023
Chief of Staff at Thornburg Investment Management
1-2018 - 12-2019
Associate Financial Advisor at Waddell & Reed
3-2016 - 1-2018
Advisor Associate at Waddell & Reed

Education

Bachelor of Arts - BA from University of Auckland
Tesol Certification from Tefl International School Of Language

More Information

Social Presence :

Prographics :

Exp : 12 Location : Santa Fe, New Mexico, United States Job Level : Mid-senior Designation : Managing Director, Head of Brand, Content & Client Services at Thornburg Investment Management
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Insights For Selling To Lucinda

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lucinda is

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

  • 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 Lucinda move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Lucinda 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 Lucinda

Personality Compatibility


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