Mathew Petty, CFA

Energizer
DISC Type : I

Portfolio Manager at Charles Schwab

Denver, Colorado, United States

Overview

Mathew has no verified overview

Personality Overview

Full Of Energy

Believer

Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Mathew has no verified topics they care about

Media Appearances

Mathew has no verified media appearances

Work History

1-2010
Portfolio Manager at Charles Schwab
4-2009 - 1-2010
Senior Market Analyst at Charles Schwab
1-2007 - 10-2008
Senior Equity Analyst at Wasatch Advisors
10-2004 - 1-2007
Junior Equity Analyst at Wasatch Advisors
6-2002 - 10-2004
Research Assistant at Wasatch Advisors

Education

1998 - 2002
Bachelor of Arts from Central College

More Information

Social Presence :

Prographics :

Exp : 23 Location : Denver, Colorado, United States Job Level : Middle Designation : Portfolio Manager at Charles Schwab
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Insights For Selling To Mathew

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mathew is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Mathew

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Mathew move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Mathew take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Mathew

Personality Compatibility


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