Matthew Darcy, CFA

Enthusiast
DISC Type : i

Chief Investment Officer at Seneca Financial Advisors LLC

Rochester, New York, United States

Overview

Matthew has no verified overview

Personality Overview

Consensus Focused

Non-Confrontational

Optimistic

They are more about building relationships than just cutting deals.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

1-2024
Chief Investment Officer at Seneca Financial Advisors LLC
8-2021 - 1-2024
Portfolio Manager at Seneca Financial Advisors LLC
9-2017 - 8-2021
Investment Analyst at Seneca Financial Advisors LLC
3-2016 - 6-2017
Receipts and Distributions Specialist at KeyBank
5-2015 - 7-2015
Intern at Alesco Advisors LLC

Education

2012 - 2015
Bachelor’s Degree from Siena University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Rochester, New York, United States Job Level : Leadership Designation : Chief Investment Officer at Seneca Financial Advisors LLC
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Matthew

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Matthew take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Matthew

Personality Compatibility


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