Marlene Del Carpio, MBA

Examiner
DISC Type : cs

Associate Director of Operations at Summit Financial

Caldwell, New Jersey, United States

Overview

Marlene has no verified overview

Personality Overview

Status Quo Seeker

Unexpressive

Overcautious

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Marlene has no verified topics they care about

Media Appearances

Marlene has no verified media appearances

Work History

7-2024
Associate Director of Operations at Summit Financial
9-2022 - 7-2024
Client Implementation and Reporting Manager at Jennison Associates LLC
8-2016 - 3-2023
Assistant Vice President at Jennison Associates LLC
7-2010 - 8-2016
Team Lead, Investor Services at Jennison Associates LLC
2-2009 - 1-2010
Investment Advisor Assoc. at WealthQuest Financial Services

Education

2018 - 2020
Master of Business Administration - MBA from NYU Stern School of Business
Bachelor of Science from Rutgers Business School

More Information

Social Presence :

Prographics :

Exp : 18 Location : Caldwell, New Jersey, United States Job Level : Mid-senior Designation : Associate Director of Operations at Summit Financial
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Insights For Selling To Marlene

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • 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 Marlene is

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

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Marlene move?

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

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

You And Marlene

Personality Compatibility


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