Mauricio Anderson

Energizer
DISC Type : I

Investment Advisor Representative trainee at Elevate Financial Planning and Wealth Management

United States

Overview

Mauricio has no verified overview

Personality Overview

Imaginative

Full Of Energy

Big Picture Person

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Mauricio has no verified topics they care about

Media Appearances

Mauricio has no verified media appearances

Work History

10-2025
Investment Advisor Representative trainee at Elevate Financial Planning and Wealth Management
8-2022 - 3-2023
Restaurant Waiter at Huachinango Restaurant
5-2022 - 7-2022
Marketing Intern at Sala agency

Education

8-2023 - 5-2026
Bachelor of Business Administration - BBA from University of Tampa
8-2022 - 5-2023
Finance from Universidad de Puerto Rico (UPRRP)

More Information

Social Presence :

Prographics :

Exp : 1 Location : United States Job Level : Junior Designation : Investment Advisor Representative trainee at Elevate Financial Planning and Wealth Management
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Insights For Selling To Mauricio

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mauricio is

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

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

Insights For Deal Planning

    How fast (or slow) will Mauricio move?

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

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

You And Mauricio

Personality Compatibility


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