Rozarta Donovan, CFA

Observer
DISC Type : ci

Lead - Client and Prospect Communications; Investment Reporting at Wellington Management

Greater Boston, United States

Overview

Rozarta has no verified overview

Personality Overview

Assertive

Example Seeker

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Rozarta has no verified topics they care about

Media Appearances

Rozarta has no verified media appearances

Work History

2013
Lead - Client and Prospect Communications; Investment Reporting at Wellington Management
2008 - 2013
Sr. Performance Analyst at Wellington Management
2003 - 2008
Fund Accountant Manager at State Street

Education

Master of Business Administration - MBA from Questrom School of Business, Boston University
Bachelor of Arts (BA) from UMass Boston

More Information

Social Presence :

Prographics :

Exp : 23 Location : Greater Boston, United States Job Level : Senior Designation : Lead - Client and Prospect Communications; Investment Reporting at Wellington Management
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Insights For Selling To Rozarta

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rozarta is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Rozarta

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Rozarta move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Rozarta take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Rozarta

Personality Compatibility


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