Shawna Donnelly

Wildcard
DISC Type : cis

Americas Core Compliance / Sales & Marketing Lead at Wellington Management

Greater Boston, United States

Overview

Shawna has no verified overview

Personality Overview

Curious But Skeptical

Requires Proof

ROI Driven

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

Topics They Care About

Shawna has no verified topics they care about

Media Appearances

Shawna has no verified media appearances

Work History

12-2024
Americas Core Compliance / Sales & Marketing Lead at Wellington Management
9-2022 - 12-2024
Americas Operational Risk Lead at Wellington Management
6-2021 - 8-2022
Forensics and Regulatory Testing Lead at Wellington Management
8-2020 - 5-2021
Compliance Officer at Wells Fargo
2-2014 - 8-2020
Executive Director - Monitoring & Testing at JPMorgan Chase & Co.

Education

1997 - 2001
Bachelor of Business Administration (BBA) from University of Massachusetts Amherst
2000 - 2000
Business from NEOMA Business School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Greater Boston, United States Job Level : Senior Designation : Americas Core Compliance / Sales & Marketing Lead at Wellington Management
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Insights For Selling To Shawna

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shawna is

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

  • 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 Shawna move?

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

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

You And Shawna

Personality Compatibility


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