Shivani P.

Critic
DISC Type : C

Client Service Associate at DeDora Capital

Napa, California, United States

Overview

Shivani P. is a Client Service Associate at DeDora Capital with a background in M&A analysis and investment management compliance. A graduate of Drexel University, she holds both the Accredited Wealth Management Advisor℠ (AWMA®) and Financial Paraplanner Qualified Professional℠ (FPQP®) designations, showcasing her expertise in wealth management and financial planning.

Passionate about peer education, Shivani founded a financial literacy workshop series at her university to make the topic more accessible to students. She also participated in the Disaster Haggyo conference in South Korea, an interdisciplinary school focused on disaster research, which included a field trip to study environmental science on Jeju Island.

Interesting fact: Shivani has traveled to South Korea to participate in an academic conference focused on disaster research and environmental history.

Personality Overview

Precise

Critic

Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features.  They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Financial Literacy
Founded a financial literacy workshop at Drexel University and co-hosted sessions for students on topics like retirement investing.
Wealth Management
Her current role at DeDora Capital and her Accredited Wealth Management Advisor (AWMA®) certification demonstrate her focus in this area.
M&A Analysis
Previously worked as an Investment Banking Analyst at Strategic Exit Advisors, where she supported M&A deals and conducted industry research.

Media Appearances

Shivani has no verified media appearances

Work History

9-2024
Client Service Associate at DeDora Capital
6-2023 - 9-2024
Investment Management Paralegal at Morgan, Lewis & Bockius LLP
3-2022 - 9-2022
Investment Banking Analyst at Strategic Exit Advisors (SEA)
2-2020 - 8-2022
Founder - Financial Literacy Workshop Series at Drexel University

Education

2019 - 2023
Bachelor of Science - BSBA from Drexel University
FPQP® ParaPlanner Designation from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 5 Location : Napa, California, United States Job Level : N/A Designation : Client Service Associate at DeDora Capital
URL has been copied!

Insights For Selling To Shivani

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shivani is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Shivani

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Shivani move?

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

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

You And Shivani

Personality Compatibility


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.