Mary Naber

Evaluator
DISC Type : csd

Founder & President at Sage Stone Wealth Management

San Diego County, California, United States

Overview

Mary has no verified overview

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Mary has no verified topics they care about

Media Appearances

Mary has no verified media appearances

Work History

11-2010
Founder & President at Sage Stone Wealth Management
2-2002 - 11-2010
Senior Vice President- Investments at Merrill Lynch
9-1998 - 12-2000
Deputy Director of Research at Crosswalk.com
6-1993 - 2-1994
Study Intern at Kinder, Lydenberg, Domini & Co., Inc. (KLD)

Education

1994 - 1998
BA Cum Laude from Harvard University
1990 - 1994
Education details unavailable from Salinas High School

More Information

Social Presence :

Prographics :

Exp : 26 Location : San Diego County, California, United States Job Level : Leadership Designation : Founder & President at Sage Stone Wealth Management
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Insights For Selling To Mary

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mary is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Mary

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Mary move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Mary take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Mary

Personality Compatibility


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