Meaghan Wheeler

Enthusiast
DISC Type : i

Financial Analyst at Graham Capital Wealth Management

Alexandria, Virginia, United States

Overview

Meaghan has no verified overview

Personality Overview

Story Driven

Optimistic

Amiable & Agreeable

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Meaghan has no verified topics they care about

Media Appearances

Meaghan has no verified media appearances

Work History

7-2021
Financial Analyst at Graham Capital Wealth Management
9-2020 - 7-2021
Business Analyst at MOM'South
5-2020 - 8-2020
Financial Auditor at US Government Accountability Office
10-2019 - 6-2021
Enrichment Program Tutor at Coder Kids, Inc.
6-2019 - 12-2019
Business Analysis Intern at Ironhorse Funding LLC

Education

2016 - 2020
Bachlor of Science in Finance from American University
2016 - 2016
Non Degree Program from University of Oxford

More Information

Social Presence :

Prographics :

Exp : 7 Location : Alexandria, Virginia, United States Job Level : Middle Designation : Financial Analyst at Graham Capital Wealth Management
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Insights For Selling To Meaghan

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Maintain high, positive energy and convey confidence
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • 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 Meaghan is

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

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Meaghan move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Meaghan take some risk or not?

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

You And Meaghan

Personality Compatibility


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