Stephanie Becerra Buckley, JD, LLM, CAP®

Evaluator
DISC Type : cds

Managing Director, Head of Philanthropic Services at Wells Fargo

Westlake Village, California, United States

Overview

Stephanie is the Head of Philanthropic Services at Wells Fargo, bringing a 25-year career in gift planning. A nationally recognized expert with a JD and an LL. M. in Taxation, she was recently honored with the Distinguished Service Award by the Southern California Council of Charitable Gift Planners for her contributions.

Outside of work, Stephanie is passionate about womens gymnastics and is an avid supporter of the U. S. team. She values work-life balance, emphasizing the importance of disconnecting to stay present with family and friends, and recently traveled to Iceland for the first time to step outside her comfort zone.

In a recent interview, she shared that a key career achievement has been learning to "lead with grace. "

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Charitable Gift Planning
With a 25-year career, she was recently honored with the Distinguished Service Award by her peers for her significant contributions and expertise in the gift planning community.
Philanthropic Law
Holds both a JD and a Master of Laws in Taxation, building her career on a deep understanding of how tax law impacts charitable giving.
Leading with Grace
Considers learning to lead with grace and patience to be a significant personal and professional achievement, a principle she values highly in her leadership role.

Media Appearances

Stephanie has no verified media appearances

Work History

7-2021
Managing Director, Head of Philanthropic Services at Wells Fargo
5-2017 - 7-2021
SVP, Senior Regional Fiduciary Manager, Philanthropic Services at Wells Fargo Private Bank
8-2016 - 5-2017
Vice President, Senior Philanthropic Advisor at Wells Fargo Private Bank
6-2013 - 8-2016
Associate Vice Chancellor at Pepperdine University School of Law
1-2006 - 6-2013
Associate Vice Chancellor, Center for Estate and Gift Planning at Pepperdine University School of Law

Education

1997 - 1999
JD from University of California, Los Angeles - School of Law
2000 - 2005
Master of Laws (LL.M.) from Loyola Law School, Los Angeles

More Information

Social Presence :

Prographics :

Exp : 26 Location : Westlake Village, California, United States Job Level : Mid-senior Designation : Managing Director, Head of Philanthropic Services at Wells Fargo
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Insights For Selling To Stephanie

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephanie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Stephanie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Stephanie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Stephanie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Stephanie

Personality Compatibility


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