Steve Yip

Energizer
DISC Type : I

Chief Executive Officer at Webull Pay

New York City Metropolitan Area, United States

Overview

Steve has no verified overview

Personality Overview

Full Of Energy

Big Picture Person

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Steve has no verified topics they care about

Media Appearances

Steve has no verified media appearances

Work History

6-2023
Chief Executive Officer at Webull Pay
7-2022 - 10-2023
Director of Product Strategy & Innovation at Webull Financial
8-2017 - 7-2022
Manager Client Delivery; Enterprise Payments Platform at Fiserv
11-2012 - 8-2017
Solution Functional Architect at Dovetail
7-2010 - 11-2012
Business Analyst at Dovetail

Education

1992 - 1997
Bachelor of Arts from Duquesne University

More Information

Social Presence :

Prographics :

Exp : 15 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Executive Officer at Webull Pay
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk about their team and how your product will help them do things better and easier
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Steve

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Steve take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Steve

Personality Compatibility


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