Stephany Bader

Observer
DISC Type : ci

VP of Product at Trust & Will

Palo Alto, California, United States

Overview

Stephany Bader is the VP of Product at Trust & Will, specializing in building innovative and delightful consumer experiences in the fintech sector. Her career includes leadership roles at Wealthfront and Intuit, where she has scaled product teams from the ground up. She holds a PMP certification and is a graduate of the University of Colorado Boulder.

She has a passion for building two-sided network effect platforms for creators and small businesses, having co-founded a hiring marketplace within Intuits innovation program.

Personality Overview

Value Driven

Example Seeker

Assertive

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

Estate Planning Tech
As VP of Product at Trust & Will, she leads the creation of digital tools to make estate planning accessible and secure for families.
Fintech Innovation
Her career is centered in fintech, with past leadership roles focused on investing products at Wealthfront and small business solutions at Intuit.
Building Product Teams
She is passionate about creating and scaling strong product teams, having grown them from zero multiple times in her career.

Media Appearances

Trust & Will Bolsters Executive Team with Strategic Hires. Featured in Trust & Will (company news blog)

See Now

Work History

10-2023
VP of Product at Trust & Will
4-2021 - 10-2023
Director of Product, Investing at Wealthfront
5-2020 - 4-2021
Product Leader: Quickbooks Live at Intuit
4-2019 - 7-2020
Product Leader: QuickBooks Self-Employed at Intuit
9-2017 - 4-2019
Co-founder of Prospect - Intuit Horizon Innovation Program at Intuit

Education

1999 - 2003
BS from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 22 Location : Palo Alto, California, United States Job Level : Senior Designation : VP of Product at Trust & Will
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Insights For Selling To Stephany

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Build rapport, it will come handy to handle hard questions later
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Avoid making offhand commitments
  • 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 Stephany is

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

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

Insights For Deal Planning

    How fast (or slow) will Stephany move?

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

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

You And Stephany

Personality Compatibility


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