Stephen Philips

Go-getter
DISC Type : d

Director, Finance at Fidelity Investments

Boston, Massachusetts, United States

Overview

Stephen has no verified overview

Personality Overview

Self-Confident

Direct & Candid

Challenger

They can be nudged to make faster decisions by offering what they value.  They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Stephen has no verified topics they care about

Media Appearances

Stephen has no verified media appearances

Work History

1-2024
Director, Finance at Fidelity Investments
12-2021 - 12-2023
Senior Manager, Finance at Fidelity Investments
12-2018 - 11-2021
Accounting Manager at Fidelity Investments
7-2014 - 8-2016
Audit Senior at CohnReznick LLP
10-2012 - 7-2014
Staff Accountant at Ercolini & Company LLP

Education

2008 - 2012
Bachelor's degree from University of Massachusetts Amherst

More Information

Social Presence :

Prographics :

Exp : 10 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Director, Finance at Fidelity Investments
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Insights For Selling To Stephen

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Highlight the competitive differentiation of your product
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Stephen

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Stephen move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Stephen take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Stephen

Personality Compatibility


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