Robert Mazzocco

Inspirer
DISC Type : di

Wealth Manager at LeClair Wealth Partners

New York, New York, United States

Overview

Robert has no verified overview

Personality Overview

Fast Adopter

Charming & Persuasive

Decisive

They respond well to objective pitches but also attach some value to relationships.  They usually prefer to drive the conversation. They don’t mind taking a stand if they believe in something.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

1-2026
Wealth Manager at LeClair Wealth Partners
1-2024
Director of Business Advisory at LeClair Capital Partners
7-2024
Director Corporate Development at Infra Build Holdings, LLC
7-2024
Private Equity Associate at SMC Infrastructure Partners
Investment Banking Analyst at Whitehall & Company LLC

Education

Bachelor of Science - BS from Fordham Gabelli School of Business

More Information

Social Presence :

Prographics :

Exp : 2 Location : New York, New York, United States Job Level : Middle Designation : Wealth Manager at LeClair Wealth Partners
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Get them to a point where they are ready to bat for your product internally
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Robert

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Robert take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Robert

Personality Compatibility


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