Shari Bento

Inquirer
DISC Type : dc

Global Head of Investment Group Resource Management Team at Capital Group

Los Angeles, California, United States

Overview

Shari Bento is a financial industry veteran with over 22 years of experience, currently serving as the Global Head of Corporate Access & the Investment Group Resource Management Team at Capital Group. Her career includes building and leading corporate access platforms at Stephens Inc. and Citi. She holds an MBA from Drexel University.

Personality Overview

Demanding

Upfront

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Corporate Access Strategy
She has built and designed corporate access platforms at multiple firms and is a frequent public speaker on buyside engagement strategies for investor relations professionals.
Investor Engagement
Advocates for transparent communication and prioritizing quality, in-person meetings to help long-term investors better understand a company's culture and services.
Talent Development
Actively recruits for her global teams in the US and Europe, with a focus on teaching and mentoring early-career analysts to succeed in the investment industry.

Media Appearances

Shari has no verified media appearances

Work History

4-2023
Global Head of Investment Group Resource Management Team at Capital Group
4-2022
Global Head of Corporate Access at Capital Group
5-2019
US Head of Corporate Access at Capital Group
4-2017 - 5-2019
SVP, Director of Corporate Access at Stephens Inc.
9-2015 - 3-2017
Vice President, Corporate Access Execution Manager at Citi

Education

2003 - 2004
MBA from Drexel University's LeBow College of Business
1998 - 2003
BS from Drexel University's LeBow College of Business

More Information

Social Presence :

Prographics :

Exp : 22 Location : Los Angeles, California, United States Job Level : Mid-senior Designation : Global Head of Investment Group Resource Management Team at Capital Group
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Insights For Selling To Shari

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Tell them that you are there to help them create visible impact within their organization
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shari is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Shari

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Shari move?

  • Their decision making speed is somewhere in the middle.
  • Can Shari take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Shari

Personality Compatibility


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