Nasser Ali, CFA, CAIA, CFP®

Collaborator
DISC Type : is

Director of Investment Management at Heritage Financial Consultants LLC

Cockeysville, Maryland, United States

Overview

Nasser has no verified overview

Personality Overview

Appreciative

Example Driven

Fair-minded

They are more likely to opt for solutions that are proven in the market.  Scenarios where both sides can come out as winners appeal to them greatly. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Nasser has no verified topics they care about

Media Appearances

Nasser has no verified media appearances

Work History

10-2019
Director of Investment Management at Heritage Financial Consultants LLC
4-2002 - 9-2019
Investment Management / Financial Services at Lincoln Financial Advisors
11-1999 - 3-2002
Analyst / Portfolio Manager at Legg Mason
4-1995 - 11-1999
Representative / Analyst at Calvert Funds / The Advisors Group

Education

1990 - 1993
B.S. from University of Maryland
CFA from CFA Institute

More Information

Social Presence :

Prographics :

Exp : 30 Location : Cockeysville, Maryland, United States Job Level : Mid-senior Designation : Director of Investment Management at Heritage Financial Consultants LLC
URL has been copied!

Insights For Selling To Nasser

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • If possible, involve their colleagues in the sales process
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Don’t get into excessive details unless prompted
  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nasser is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Nasser

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Nasser move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Nasser take some risk or not?

  • It is unlikely that they will take many risks.

You And Nasser

Personality Compatibility


Other Heritage Financial Consultants LLC Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.