Shannon Saccocia, CFA, CIMA®

Examiner
DISC Type : cs

Chief Investment Officer - Wealth at Neuberger Berman

Boston, Massachusetts, United States

Overview

Shannon has no verified overview

Personality Overview

Overcautious

Tough To Convince

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. Being observant comes to them naturally.

Topics They Care About

Shannon has no verified topics they care about

Media Appearances

Shannon has no verified media appearances

Work History

5-2023
Chief Investment Officer - Wealth at Neuberger Berman
4-2022 - 5-2023
Chief Investment Officer at SVB Private
4-2018 - 4-2022
Chief Investment Officer at Boston Private
11-2017 - 4-2018
Chief Investment Strategist at Boston Private
10-2014 - 11-2017
Managing Director, Head of Asset Allocation & Portfolio Strategy at Boston Private

Education

1996 - 2000
Bachelor of Arts from Brandeis University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Chief Investment Officer - Wealth at Neuberger Berman
URL has been copied!

Insights For Selling To Shannon

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shannon is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Shannon

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Shannon move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Shannon take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Shannon

Personality Compatibility


Other Neuberger Berman Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.