Naomi Rochelle Warde

Observer
DISC Type : ic

Market Research Specialist at Charles Schwab

Greater Philadelphia, United States

Overview

A highly driven research operations specialist with five years of experience at Charles Schwab and TD Ameritrade. She is an expert in managing and improving research processes, from survey design to budget management. Currently enhancing her strategic skills by pursuing an MBA at Drexel Universitys LeBow College of Business, expecting to graduate in 2026.

Outside of her professional life, she is deeply passionate about social causes, specifically advocating for gender equity, LGBTQ+ rights, and intersectionality. She is driven by a desire to find pragmatic solutions to complex social challenges and support causes that promote equality and authenticity.

She loves to pick apart any and all problems just for the sake of solving a puzzle.

Personality Overview

Value Driven

Curious

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Research Operations
Expert in managing all steps of the market research process, from development and survey programming to budget and vendor management, with a focus on efficiency.
Process Improvement
Passionate about analyzing operational challenges and designing efficient, strategic solutions to improve research results and workflows.
Gender Equity
Holds a strong personal passion for advancing gender equity, as stated in her professional summary.

Media Appearances

Naomi has no verified media appearances

Work History

12-2020 - 2-2024
Market Research Specialist at Charles Schwab
8-2020 - 12-2021
Market Research Specialist at TD Ameritrade
4-2018 - 8-2020
Research Coordinator at TD Ameritrade
1-2014 - 1-2015
Teaching Assistant at Susquehanna University
7-2013 - 11-2017
General Manager at Chipotle Mexican Grill

Education

9-2024 - 8-2026
Master of Business Administration - MBA from Drexel University's LeBow College of Business
2012 - 2015
Bachelor's Degree from Susquehanna University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Greater Philadelphia, United States Job Level : N/A Designation : Market Research Specialist at Charles Schwab
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Insights For Selling To Naomi Rochelle

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Help them realize that there is no personal risk in making this decision
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Naomi Rochelle is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Naomi Rochelle

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Naomi Rochelle move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Naomi Rochelle take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Naomi Rochelle

Personality Compatibility


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