Patrick Neville

Examiner
DISC Type : sc

Vice President of Sales at Tuttle Capital Management LLC

Los Angeles Metropolitan Area, United States

Overview

Patrick Neville is a sales executive at Tuttle Capital Management with extensive experience on both the buy and sell side, having worked for firms like Merrill Lynch and UBS. An economics graduate from the University of Minnesota, he also has an entrepreneurial background as a founder or early employee at several startups.

There is no publicly available information regarding Patricks personal life or hobbies outside of his professional interests in financial markets.

He has a unique background that combines institutional finance experience with the entrepreneurial drive of being involved in multiple startups from their early stages.

Personality Overview

Status Quo Seeker

Overcautious

Late Adopter

They are thorough and always follow a systematic approach.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Covered Call ETFs
He actively shares content and perspectives on covered call ETFs, viewing them as a popular strategy for generating yield in sideways markets.
Institutional Sales
His career includes a directorship in Institutional Sales and experience at major firms like Merrill Lynch and UBS, indicating deep expertise in this area.
Startup Ventures
He was a founder or an early employee at several startups, showcasing an entrepreneurial spirit and an interest in building businesses from the ground up.

Media Appearances

Patrick has no verified media appearances

Work History

8-2023
Vice President of Sales at Tuttle Capital Management LLC
12-2022 - 8-2023
Director Institutional Sales at marketGOATS

Education

Patrick has no verified education history

More Information

Social Presence :

Prographics :

Exp : 3 Location : Los Angeles Metropolitan Area, United States Job Level : Senior Designation : Vice President of Sales at Tuttle Capital Management LLC
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • 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
  • Be firm in your communication and stay in control

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • 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 Patrick is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Patrick

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Patrick take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Patrick

Personality Compatibility


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