Rachel Walentowicz

Sharpshooter
DISC Type : CD

Head of Compliance Risk - Asset Management Americas at UBS

New York City Metropolitan Area, United States

Overview

Rachel has no verified overview

Personality Overview

Precise But Practical

ROI Driven

Thorough Evaluator

They are not always relationship oriented.  They prefer to be the ones controlling the conversation or defining the terms. More than the product, they care about the impact of the product.

Topics They Care About

Rachel has no verified topics they care about

Media Appearances

Rachel has no verified media appearances

Work History

6-2022
Head of Compliance Risk - Asset Management Americas at UBS
9-2020 - 6-2022
Compliance and Risk Control Officer AM Americas at UBS
9-2018 - 4-2020
Consultant at ACA Compliance Group
7-2017 - 8-2018
Assistant Vice President at Cordium (Now part of ACA Compliance Group)
10-2016 - 6-2017
Compliance Specialist at The Hampshire Companies

Education

2018 - 2020
Master of Jurisprudence (MSJ) from Seton Hall University School of Law
2009 - 2012
Master of Business Administration (M.B.A.) from Keller Graduate School of Management of DeVry University

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Compliance Risk - Asset Management Americas at UBS
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Objectively showcase the impact that your product creates
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not spend too much time focusing on product tech or features
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Rachel

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Rachel take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Rachel

Personality Compatibility


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