Steven Baselice

Questioner
DISC Type : c

Director, Solutions Specialist at Optimal Blue

New York City Metropolitan Area, United States

Overview

Steven has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Value Seeker

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Steven has no verified topics they care about

Media Appearances

Steven has no verified media appearances

Work History

6-2024
Director, Solutions Specialist at Optimal Blue
12-2018 - 6-2024
Capital Markets Solutions Specialist at Optimal Blue
1-2017 - 10-2018
Senior Vice President- Capital Markets at Global Mortgage Capital
4-1998 - 11-2016
Senior Vice President-Secondary Marketing at Independent Mortgage Bankers
Vice President- Mortgage Backed Securities Trading at HSBC Securities, Inc

Education

1985 - 1989
B.B.A from Iona University
Education details unavailable from Iona University

More Information

Social Presence :

Prographics :

Exp : 27 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Director, Solutions Specialist at Optimal Blue
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Steven

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Steven take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Steven

Personality Compatibility


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