Shneur Gershuni, CFA

Observer
DISC Type : ic

Managing Director at UBS

Bergenfield, New Jersey, United States

Overview

Shneur has no verified overview

Personality Overview

Curious

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Shneur has no verified topics they care about

Media Appearances

Shneur has no verified media appearances

Work History

1-2004
Managing Director at UBS
10-2002 - 12-2003
Principal at Personal
1-2001 - 10-2002
US Equity Analyst at Franklin Templeton Investments
1999 - 2001
Coop Placement McMaster at Canada Life

Education

1998 - 2001
CFA from CFA Institute
1998 - 2000
MBA from McMaster University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Bergenfield, New Jersey, United States Job Level : Mid-senior Designation : Managing Director at UBS
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Insights For Selling To Shneur

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shneur is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Shneur

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Shneur move?

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

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

You And Shneur

Personality Compatibility


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