Luis Flores

Supporter
DISC Type : s

Senior Vice President and Portfolio Manager at UBS

New York, New York, United States

Overview

Luis has no verified overview

Personality Overview

Thoughtful In Approach

Procedural

Risk-averse

They are unlikely to become strong champions as they don't prefer pushing other people.  They prefer to follow rules and procedures. They maintain good relationships with everyone, internally and externally.

Topics They Care About

Luis has no verified topics they care about

Media Appearances

Luis has no verified media appearances

Work History

7-2015
Senior Vice President and Portfolio Manager at UBS
1-2005 - 7-2015
Vice-President & Portfolio Manager at RBC Dominion Securities
2003 - 2004
Investment Advisor at Scotia McLeod
1-1993 - 11-2002
Branch Manager at Scotiabank Inverlat

Education

1994 - 1995
Education details unavailable from IPADE Business School
1981 - 1985
Bachelor of Business Administration (B.B.A.) from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 33 Location : New York, New York, United States Job Level : Leadership Designation : Senior Vice President and Portfolio Manager at UBS
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Insights For Selling To Luis

During A Call Or A Meeting

DO's

  • Talk about refund and cancellation policy if the need arises
  • Focus your pitch on the impact that you could help them have on their organization
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t rush them to make quick decisions
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luis is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Luis

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Luis move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Luis take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Luis

Personality Compatibility


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