Spencer P.

Inquirer
DISC Type : cd

Director IT Apps - Retail Shared Services Vanguard at Vanguard

Greater Philadelphia, United States

Overview

Spencer P. is a dynamic IT leader with over 15 years of experience managing teams and programs across the telecom, financial services, and insurance sectors. A graduate of Keller Graduate School of Management, he specializes in vendor management, cross-functional team leadership, and agile methodologies.

A key member of the Chicago chapter of the National Black MBA Association, Spencer is recognized for his strategic planning and direction. He is interested in the work of major technology and financial firms like IBM and JPMorgan Chase, showcasing his passion for industry innovation.

Unique fact: Spencer is a listed contributor on a Prior Art Database Disclosure for a remote speaker microphone charging technology.

Personality Overview

Judgemental

Hard To Convince

ROI Conscious

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care About

Advisor Technology
He recently started a new role as Head of FAS Advisor Technology at Vanguard and is actively involved in shaping the future of this space.
IT Leadership
With over 15 years of experience, he leads IT application teams and focuses on people management, strategy, and resource allocation.
Generative AI Tools
Holds a certification in "How to Research and Write Using Generative AI Tools, " indicating an interest in applying AI to practical tasks.

Media Appearances

Spencer has no verified media appearances

Work History

10-2020
Director IT Apps - Retail Shared Services Vanguard at Vanguard
10-2020
Department Head Retail Shared Services Platforms & Products at Vanguard
11-2018 - 10-2020
IT Delivery Services Manager - US Intermediary Technology (USIT) at Vanguard
4-2018 - 11-2018
Director, Business Consulting Leader - Personal Lines Systems at Nationwide
3-2016 - 4-2018
IT, People and Practice Leader at Nationwide Financial

Education

2011 - 2013
Certificate from Stanford University
2000 - 2002
MBA from Keller Graduate School of Management of DeVry University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Director IT Apps - Retail Shared Services Vanguard at Vanguard
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Insights For Selling To Spencer

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Spencer is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Spencer

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Spencer move?

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

  • They can take risks but after weighing up the pros and cons.

You And Spencer

Personality Compatibility


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