Sam Lee

Wildcard
DISC Type : csi

Corporate & Investment Banking - Model Governance (Equities & Algo Trading) at Wells Fargo

New York, New York, United States

Overview

Sam has no verified overview

Personality Overview

Requires Proof

ROI Driven

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Sam has no verified topics they care about

Media Appearances

Sam has no verified media appearances

Work History

7-2023
Corporate & Investment Banking - Model Governance (Equities & Algo Trading) at Wells Fargo
5-2017 - 6-2023
Global Financial Crimes Division/Head of Global Model Risk Governance at MUFG
10-2015 - 5-2017
Chief Data Office/Data Governance at S&P Global Ratings
6-2013 - 9-2015
Product Development & Delivery at S&P Global Ratings
10-2010 - 6-2013
Product & Content at S&P Global Ratings

Education

BS from Lehigh University

More Information

Social Presence :

Prographics :

Exp : 23 Location : New York, New York, United States Job Level : N/A Designation : Corporate & Investment Banking - Model Governance (Equities & Algo Trading) at Wells Fargo
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

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

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Sam take some risk or not?

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

You And Sam

Personality Compatibility


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