Stash Graham

Controller
DISC Type : IC

Managing Director at Graham Capital Wealth Management, LLC

Washington, District of Columbia, United States

Overview

Stash has no verified overview

Personality Overview

Late Adopter

Persuasive & Assertive

Challenger

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

Topics They Care About

Stash has no verified topics they care about

Media Appearances

Stash has no verified media appearances

Work History

12-2015
Managing Director at Graham Capital Wealth Management, LLC
12-2015
Managing Member at SSA Holding Company
1-2014 - 10-2015
Vice President Investments at J.P. Turner & Company, LLC
12-2012 - 1-2014
Senior Investment Executive at J.P. Turner & Company, LLC
11-2008 - 12-2012
Investment Executive at J.P TURNER & COMPANY

Education

Master of Science from The Johns Hopkins University
2005 - 2007
Master of Business Administration from La Salle University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Washington, District of Columbia, United States Job Level : Mid-senior Designation : Managing Director at Graham Capital Wealth Management, LLC
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Insights For Selling To Stash

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stash is

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

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

Insights For Deal Planning

    How fast (or slow) will Stash move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Stash take some risk or not?

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

You And Stash

Personality Compatibility


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