Marcos Nogues, CFA

Initiator
DISC Type : Di

First Vice President & Director of Asset Allocation at LaSalle Bank

United States

Overview

Marcos has no verified overview

Personality Overview

Risk-Accepting

Friendly Challenger

Confident

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Marcos has no verified topics they care about

Media Appearances

Marcos has no verified media appearances

Work History

2-2002 - 2-2008
First Vice President & Director of Asset Allocation at LaSalle Bank
Chief Investment Officer, Private Wealth Advisors at First Merchants Corporation
Chief Investment Officer at Oxford Financial Group, Ltd.
Managing Director of Investments at Mirador Family Wealth Advisors
Managing Director - Investment Strategy & Solutions at Bank of America

Education

2004 - 2006
MBA from The University of Chicago Booth School of Business
1995 - 1995
Master from Universidad del CEMA

More Information

Social Presence :

Prographics :

Exp : 6 Location : United States Job Level : Leadership Designation : First Vice President & Director of Asset Allocation at LaSalle Bank
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Insights For Selling To Marcos

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation
  • Clearly address the competitive aspects

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcos is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Marcos

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Marcos move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Marcos take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Marcos

Personality Compatibility


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