Sam Kirkendoll

Commander
DISC Type : D

Manager, Participant Services at Fidelity Investments

Dallas-Fort Worth Metroplex, United States

Overview

Sam has no verified overview

Personality Overview

Risk-Taker

Candid & Clear

Decisive

They put a lot of effort into ensuring personal success.  They respond better to strong and respectful interactions. They prefer to move quickly, and expect the same from others.

Topics They Care About

Sam has no verified topics they care about

Media Appearances

Sam has no verified media appearances

Work History

7-2025
Manager, Participant Services at Fidelity Investments
11-2024 - 7-2025
Planning and Advice Help Desk at Fidelity Investments
11-2022 - 11-2024
Help Desk, Fixed Income at Fidelity Investments
1-2022 - 11-2022
Help Desk, Investment Solutions at Fidelity Investments
11-2020 - 1-2022
Investment Solutions Representative at Fidelity Investments

Education

2007 - 2011
Bachelor of Arts (B.A.) from Texas Christian University
2013 - 2015
Master of Public Administration (MPA) from University of North Texas

More Information

Social Presence :

Prographics :

Exp : 10 Location : Dallas-Fort Worth Metroplex, United States Job Level : Middle Designation : Manager, Participant Services at Fidelity Investments
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Make sure that you circle back fast on any action items, it wins their trust
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Sam

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • If convinced, they can reach decisions quite fast.
  • Can Sam take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Sam

Personality Compatibility


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