Phoebe Kuan

Enthusiast
DISC Type : i

Director of Investments (Chief Investment Officer) at Montgomery County Public Schools

Washington DC-Baltimore Area, United States

Overview

Phoebe has no verified overview

Personality Overview

Story Driven

Non-Confrontational

Optimistic

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Phoebe has no verified topics they care about

Media Appearances

Phoebe has no verified media appearances

Work History

10-2021
Director of Investments (Chief Investment Officer) at Montgomery County Public Schools
4-2021 - 9-2021
Acting Chief Investment Officer at Montgomery County Public Schools
9-2020 - 3-2021
Senior Investment Officer at Montgomery County Public Schools
7-2013 - 8-2020
Senior Vice President of Investment at 57 Stars LLC
2006 - 2010
Financial Controller at DT Capital Partners

Education

2011 - 2013
Master of Business Administration (MBA) from The University of Chicago Booth School of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Washington DC-Baltimore Area, United States Job Level : Leadership Designation : Director of Investments (Chief Investment Officer) at Montgomery County Public Schools
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Insights For Selling To Phoebe

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Compliment them about their personality if you get a chance
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phoebe is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Phoebe

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Phoebe move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Phoebe take some risk or not?

  • They can take some low-probability risks if needed.

You And Phoebe

Personality Compatibility


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