Pedro Ortiz

Energizer
DISC Type : I

Investment Consultant and Financial Operations at Campbell Williams, Inc.

Miami, Florida, United States

Overview

Pedro has no verified overview

Personality Overview

Enthusiastic

Believer

Informal

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Pedro has no verified topics they care about

Media Appearances

Pedro has no verified media appearances

Work History

12-2015
Investment Consultant and Financial Operations at Campbell Williams, Inc.
9-2015 - 12-2015
Credit Underwriter at Banco Bci
6-2014 - 7-2015
Trade Processing Analyst at MFS Investment Management
7-2012 - 12-2012
Accounting and Finance Co-op at IHRDC
5-2008 - 5-2008
Various Positions at JW Marriott

Education

2010 - 2015
Bachelor’s Degree from Northeastern University
2013 - 2013
Education details unavailable from FGV - Fundação Getulio Vargas

More Information

Social Presence :

Prographics :

Exp : 11 Location : Miami, Florida, United States Job Level : Mid-senior Designation : Investment Consultant and Financial Operations at Campbell Williams, Inc.
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Insights For Selling To Pedro

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid cutting into their flow
  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pedro is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Pedro

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Pedro move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Pedro take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Pedro

Personality Compatibility


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