Reese Lucas

Captain
DISC Type : DS

Director of Product and PreSales at FundGuard

San Clemente, California, United States

Overview

Reese has no verified overview

Personality Overview

Planner & Achiever

Dynamic But Sincere

Decisive But Calm

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Reese has no verified topics they care about

Media Appearances

Reese has no verified media appearances

Work History

9-2022
Director of Product and PreSales at FundGuard
3-2019
Director of Product at FundGuard
7-2007 - 3-2019
Manager - Client and Business Development at Temenos
11-2005 - 7-2007
Sr. Fund Accountant at Investors Bank & Trust

Education

2001 - 2005
Bachelor of Arts (B.A.) from University of California, Davis

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Clemente, California, United States Job Level : Mid-senior Designation : Director of Product and PreSales at FundGuard
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Insights For Selling To Reese

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Reese is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Reese

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Reese move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Reese take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Reese

Personality Compatibility


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