Phillip Sprague

Examiner
DISC Type : cs

Senior Director - Investments at Oppenheimer & Co. Inc.

St Louis, Missouri, United States

Overview

Phillip Sprague is an Executive Director of Investments at Oppenheimer & Co. Inc. in St. Louis, specializing in comprehensive wealth management for high-net-worth clients, families, and businesses. He leverages his Finance degree from the University of Missouri-Columbia to deliver holistic, goals-based strategies.

He operates as a true collaborator and steward of his clients capital.

Personality Overview

Status Quo Seeker

Process Oriented

Unexpressive

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Private Wealth Management
His career focus involves creating comprehensive financial strategies for high-net-worth individuals, families, and businesses.
Holistic Financial Planning
He emphasizes a goals-based approach, listening to client needs to ensure strategies match objectives and risk tolerance.
Retirement Strategy
He actively posts about the importance of strengthening retirement plans and maximizing contributions for future security.

Media Appearances

Phillip has no verified media appearances

Work History

5-2005
Senior Director - Investments at Oppenheimer & Co. Inc.
4-1988 - 3-2005
Financial Advisor at Merrill Lynch

Education

Finance from University of Missouri-Columbia

More Information

Social Presence :

Prographics :

Exp : 37 Location : St Louis, Missouri, United States Job Level : Senior Designation : Senior Director - Investments at Oppenheimer & Co. Inc.
URL has been copied!

Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Phillip

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Phillip move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Phillip take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Phillip

Personality Compatibility


Other Oppenheimer & Co. Inc. Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.