Phaedra Morgan

Inspirer
DISC Type : id

Executive Assistant to the Chief Executive Officer and Chief Financial Officer at The Duckhorn Portfolio

United States

Overview

Phaedra has no verified overview

Personality Overview

Confident & Optimistic

Decisive

Generous

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Phaedra has no verified topics they care about

Media Appearances

Phaedra has no verified media appearances

Work History

2-2025
Executive Assistant to the Chief Executive Officer and Chief Financial Officer at The Duckhorn Portfolio
4-2024 - 1-2025
Executive Assistant to Chief Executive Officer at Stitch Fix
4-2020 - 3-2024
Executive Assistant to EVP & President, Wine and Spirits at Constellation Brands
5-2018 - 4-2020
Executive Assistant To The President at StubHub
8-2016 - 5-2018
Executive Assistant to GM, North America at StubHub

Education

8-2023 - 10-2033
WSET Level 2 Award in Wines from Wine & Spirit Education Trust
2012 - 2015
HR Management: Certificate from San Francisco State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : United States Job Level : Leadership Designation : Executive Assistant to the Chief Executive Officer and Chief Financial Officer at The Duckhorn Portfolio
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Insights For Selling To Phaedra

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Acknowledge their status and position during the conversation
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phaedra is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Phaedra

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Phaedra move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Phaedra take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Phaedra

Personality Compatibility


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