Sharam Pavri, CTFA

Critic
DISC Type : C

Financial Advisor, Vice President at Merrill Lynch Wealth Management

San Francisco, California, United States

Overview

Sharam has no verified overview

Personality Overview

Precise

Critic

Objective Thinker

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Sharam has no verified topics they care about

Media Appearances

Sharam has no verified media appearances

Work History

4-2023
Financial Advisor, Vice President at Merrill Lynch Wealth Management
11-2018 - 4-2023
Private Client Advisor at JP Morgan
8-2017 - 10-2018
Financial Advisor at Morgan Stanley
12-2006 - 6-2017
Co-founder/Managing Partner at Forbes Marshall Canada

Education

2004 - 2006
Masters of Business Administration from Memorial University, Newfoundland and Labrador
1997 - 2001
Bachelor's Degree from University of Toronto

More Information

Social Presence :

Prographics :

Exp : 19 Location : San Francisco, California, United States Job Level : Senior Designation : Financial Advisor, Vice President at Merrill Lynch Wealth Management
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Insights For Selling To Sharam

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sharam is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Sharam

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Sharam move?

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

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

You And Sharam

Personality Compatibility


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