Mark Botelho

Questioner
DISC Type : c

VP, Institutional Client Services at Fidelity Investments

Medfield, Massachusetts, United States

Overview

Mark has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Mark has no verified topics they care about

Media Appearances

Mark has no verified media appearances

Work History

9-2016
VP, Institutional Client Services at Fidelity Investments
7-2011 - 9-2016
Sr. Account Executive at Fidelity Investments
11-2009 - 7-2011
Assistant Vice President, Finance Specialist, Global Treasury at State Street
2-2006 - 11-2009
Client Relationship Officer, Public Funds at State Street
12-2003 - 2-2006
Client Relationship Manager, Public Funds at State Street

Education

1996 - 2000
BSBA from Stonehill College
2006 - 2008
MSF from Suffolk University - Sawyer Business School

More Information

Social Presence :

Prographics :

Exp : 25 Location : Medfield, Massachusetts, United States Job Level : Senior Designation : VP, Institutional Client Services at Fidelity Investments
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Mark

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Mark take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Mark

Personality Compatibility


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