Max Lami

Critic
DISC Type : C

Board Member at Oppenheimer (Switzerland) AG

London, England, United Kingdom

Overview

Max has no verified overview

Personality Overview

ROI Driven

Critic

Precise

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Max has no verified topics they care about

Media Appearances

Max has no verified media appearances

Work History

10-2025
Board Member at Oppenheimer (Switzerland) AG
7-2009
Chief Executive, Europe at Oppenheimer & Co. Inc.
6-2018
Board Member at Oppenheimer Investments Asia Limited
3-2001 - 9-2006
Equities Management - EPG at Goldman Sachs
1-1995 - 12-2000
Equities - Managing Director Principal at Bear Stearns International Ltd

Education

1989 - 1994
Bachelor’s Degree from Università degli Studi di Firenze

More Information

Social Presence :

Prographics :

Exp : 27 Location : London, England, United Kingdom Job Level : Junior Designation : Board Member at Oppenheimer (Switzerland) AG
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Insights For Selling To Max

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Max is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Max

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Max move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Max take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Max

Personality Compatibility


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