Read Goodwin

Enthusiast
DISC Type : i

Executive Director at Morgan Stanley

Philadelphia, Pennsylvania, United States

Overview

Read Goodwin is an Executive Director at Morgan Stanley, specializing in Institutional Wealth Management and Fixed Income Sales. His career includes roles at Bank of America Merrill Lynch and is supported by a Bachelors from the University of Pennsylvania and an International M. B. A. from the Darla Moore School of Business.

He has a background in international business, highlighted by a bi-lingual internship in Spain. He appears to value community and friendship, speaking on the importance of treating people like family and giving back to his alma mater community, Springside Chestnut Hill Academy.

Unique fact: Before his finance career, Read completed a 6-month bi-lingual internship with a strategic healthcare marketing team in Spain.

Personality Overview

Non-Confrontational

Optimistic

Amiable & Agreeable

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Fixed Income Sales
His career has been consistently focused on institutional fixed income sales, particularly in securitized products, across Morgan Stanley and Bank of America Merrill Lynch.
Securitized Products
A core area of his expertise, having worked within this specific domain at both the Vice President and Executive Director levels.
International Business
Holds an International M. B. A. and completed a bi-lingual internship in Spain, suggesting a global business perspective.

Media Appearances

Read has no verified media appearances

Work History

1-2016
Executive Director at Morgan Stanley
7-2009 - 12-2015
Executive Director at Morgan Stanley
8-2006 - 6-2009
Vice President at Bank of America Merrill Lynch
5-2004 - 7-2006
Associate at Merrill Lynch
2-2003 - 8-2003
Strategic Marketing at Air Products

Education

1994 - 1998
Bachelor of Arts (B.A.) from University of Pennsylvania
2002 - 2004
International Master of Business Administration (M.B.A.) from Darla Moore School of Business at the University of South Carolina

More Information

Social Presence :

Prographics :

Exp : 26 Location : Philadelphia, Pennsylvania, United States Job Level : Senior Designation : Executive Director at Morgan Stanley
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Insights For Selling To Read

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • 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 Read is

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

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Read move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Read take some risk or not?

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

You And Read

Personality Compatibility


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