Russ Allen, CFA

Critic
DISC Type : C

Director of Investment Strategy at Sage Mountain Advisors

Atlanta, Georgia, United States

Overview

Russ has no verified overview

Personality Overview

Critic

Precise

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Russ has no verified topics they care about

Media Appearances

Russ has no verified media appearances

Work History

4-2021
Director of Investment Strategy at Sage Mountain Advisors
8-2014 - 10-2020
Chief Investment Officer at Berman Capital Advisors, LLC
5-2013 - 8-2014
Director of Investment Research at Balentine
8-2007 - 5-2013
Sr. Equity Research Analyst at GLOBALT Investments
8-2007 - 5-2013
Portfolio Manager at GLOBALT Investments

Education

1998 - 2000
Master's degree from The Johns Hopkins University
2003 - 2005
Master's degree from UC San Diego

More Information

Social Presence :

Prographics :

Exp : 18 Location : Atlanta, Georgia, United States Job Level : Mid-senior Designation : Director of Investment Strategy at Sage Mountain Advisors
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Insights For Selling To Russ

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Russ is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Russ

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Russ move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Russ take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Russ

Personality Compatibility


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