Nicole Beck

Editor
DISC Type : CS

Investment Banking Associate at Moelis & Company

New York, New York, United States

Overview

Nicole has no verified overview

Personality Overview

Skeptic

Self-Disciplined

Slow Buyer

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Nicole has no verified topics they care about

Media Appearances

Nicole has no verified media appearances

Work History

7-2024
Investment Banking Associate at Moelis & Company
3-2022 - 7-2024
Investment Banking Analyst at Moelis & Company
6-2021 - 8-2021
Investment Banking Summer Analyst at Moelis & Company
7-2020 - 8-2020
Summer Intern at Vista Equity Partners
6-2020 - 6-2020
GWI Scholar: Summer Intensive Program at Girls Who Invest

Education

2018 - 1-2022
Bachelor of Business Administration - BBA from Southern Methodist University
2016 - 2018
High School Diploma from The John Cooper School

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : N/A Designation : Investment Banking Associate at Moelis & Company
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Insights For Selling To Nicole

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicole is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Nicole

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Nicole move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Nicole take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Nicole

Personality Compatibility


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