Luke Chadwick

Examiner
DISC Type : cs

Account Executive at EQORE

Greater Boston, United States

Overview

Luke is an Account Executive with a background in financial services and tax consulting. He previously served as a Wealth Advisor at J. P. Morgan and an R&D Credit Specialist at Leyton. He holds a Bachelor of Business Administration from Bryant University and is Series 7 and 66 certified.

Based on his education in Rhode Island, Luke may have an affinity for New England area activities and potentially follows local college and professional sports teams.

Unique fact: He holds Series 7 and Series 66 financial licenses, a distinct background for a technology account executive.

Personality Overview

Unexpressive

Tough To Convince

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

R&D Tax Credits
As a former R&D Credit Specialist, he helped companies leverage tax credits for innovation investments.
Wealth Management
He has direct experience as a Wealth Advisor with J. P. Morgan and holds the necessary Series 7 and 66 licenses.
MEDDIC Methodology
Utilized the MEDDIC sales methodology during his tenure in wealth management, indicating a structured approach to sales.

Media Appearances

Luke has no verified media appearances

Work History

1-2026
Account Executive at EQORE
10-2021 - 1-2026
Wealth Advisor at J.P. Morgan at JPMorgan Chase & Co.
8-2019 - 10-2021
R&D Credit Specialist at Leyton USA

Education

2015 - 2019
Bachelor of Business Administration - BBA from Bryant University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Greater Boston, United States Job Level : Middle Designation : Account Executive at EQORE
URL has been copied!

Insights For Selling To Luke

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luke is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Luke

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Luke move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Luke take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Luke

Personality Compatibility


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.