Nicole Roan

Examiner
DISC Type : sc

Associate at Tree Line Capital Partners

San Francisco Bay Area, United States

Overview

Nicole has no verified overview

Personality Overview

Process Oriented

Status Quo Seeker

Overcautious

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Nicole has no verified topics they care about

Media Appearances

Nicole has no verified media appearances

Work History

3-2026
Associate at Tree Line Capital Partners
8-2024 - 3-2026
Senior Associate at Silicon Valley Bank
6-2022 - 7-2024
Associate at Silicon Valley Bank

Education

2021 - 2022
Master's Degree - MS from The University of Texas at Austin
2017 - 2021
Bachelor's Degree - BS from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 3 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Associate at Tree Line Capital Partners
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Insights For Selling To Nicole

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicole is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • 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 are some of the slowest movers and take their time reaching decisions.
  • Can Nicole take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Nicole

Personality Compatibility


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