Matt Wolfinger

Captain
DISC Type : DS

Commercial Banking - Portfolio Planning, Prioritization, & Governance at Wells Fargo

Charlotte Metro, United States

Overview

Matt has no verified overview

Personality Overview

Decisive But Calm

Long-Term Thinker

Dynamic But Sincere

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Matt has no verified topics they care about

Media Appearances

Matt has no verified media appearances

Work History

8-2019
Commercial Banking - Portfolio Planning, Prioritization, & Governance at Wells Fargo
2016 - 2019
Program Leader, Transformational Delivery Leader at Grange Insurance
2012 - 2019
Organizational Leader at Grange Insurance
2011 - 2017
Enterprise Project Portfolio Management (PPM) Leader | Strategic and Financial Planner at Grange Insurance
2006 - 2011
Director of Portfolio Management at Nationwide Insurance

Education

Bachelor of Science from DeVry University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Charlotte Metro, United States Job Level : N/A Designation : Commercial Banking - Portfolio Planning, Prioritization, & Governance at Wells Fargo
URL has been copied!

Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Matt

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Matt take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Matt

Personality Compatibility


Other Wells Fargo Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.