Simon Karmel

Observer
DISC Type : ci

Compliance Associate / Analyst at BlockFills

Atlanta Metropolitan Area, United States

Overview

Simon has no verified overview

Personality Overview

Example Seeker

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Simon has no verified topics they care about

Media Appearances

Simon has no verified media appearances

Work History

9-2024 - 3-2026
Compliance Associate / Analyst at BlockFills
1-2024 - 9-2024
Business Analyst at Dovetail Wealth Partners
7-2023 - 9-2023
Advisor Development Program at Bank of America Merrill Lynch
6-2022 - 8-2022
Advisor Development Summer Analyst at Bank of America Merrill Lynch
11-2018 - 8-2021
Assistant Baseball Coach at Deerfield Youth Baseball & Softball Association

Education

2019 - 2023
Bachelor's degree from The University of Iowa Tippie College of Business
1-2022 - 4-2022
Undergraduate Program from CIMBA

More Information

Social Presence :

Prographics :

Exp : 8 Location : Atlanta Metropolitan Area, United States Job Level : N/A Designation : Compliance Associate / Analyst at BlockFills
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Insights For Selling To Simon

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • 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 Simon is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Simon

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

Insights For Deal Planning

    How fast (or slow) will Simon move?

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

  • They evaluate their decisions systematically and are less likely to take risks.

You And Simon

Personality Compatibility


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