Scott Mardy, CFA

Researcher
DISC Type : Cs

Director, Sales - Western US at Miller/Howard Investments

Austin, Texas, United States

Overview

Scott has no verified overview

Personality Overview

Soft Communicator

Detail Oriented

Process Focused

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Scott has no verified topics they care about

Media Appearances

Scott has no verified media appearances

Work History

12-2023
Director, Sales - Western US at Miller/Howard Investments
9-2019 - 12-2023
Vice President, Regional Director at Dimensional Fund Advisors
7-2016 - 9-2019
Vice President, Investment Strategist at Dimensional Fund Advisors
9-2014 - 3-2016
Director, Senior Investment Analyst at Sontag Advisory
6-2014 - 8-2014
Graduate Intern at Wellington Management

Education

2013 - 2015
Master of Business Administration (MBA) from Columbia Business School
2003 - 2007
AB from Princeton University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Austin, Texas, United States Job Level : Mid-senior Designation : Director, Sales - Western US at Miller/Howard Investments
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Scott

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Scott take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Scott

Personality Compatibility


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