Tanya Del Federico, Chartered MCSI

Examiner
DISC Type : sc

Deputy Head, Strategic Partnerships at Raymond James Investment Services

London, England, United Kingdom

Overview

Tanya is a senior strategic partnerships leader with over 20 years of experience in the UK and US wealth management markets. She excels at building high-impact commercial partnerships and shaping platform capabilities to drive growth. She holds a Bachelor of Science from Eckerd College and is a Chartered MCSI.

She brings a unique transatlantic perspective to her role, having worked and held a Series 7 license in the United States before her extensive career in the UK.

Personality Overview

Status Quo Seeker

Overcautious

Tough To Convince

They are thorough and always follow a systematic approach.  The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Strategic Partnerships
Her entire career focus is on building and leading high-impact commercial partnerships within the financial services sector.
Wealth Manager Growth
She specializes in delivering scalable solutions specifically designed to drive growth for wealth managers and their clients.
Transatlantic Finance
She has deep experience in both US and UK markets, giving her a distinct perspective on global financial opportunities.

Media Appearances

Tanya has no verified media appearances

Work History

1-2023
Deputy Head, Strategic Partnerships at Raymond James Investment Services
5-2008 - 12-2022
Product Manager, Investment Products at Raymond James Investment Services
5-2006 - 3-2008
Program Manager at HealthPlan Services, Inc.
12-2000 - 5-2006
Mutual Fund Analyst at Raymond James & Associates

Education

1990 - 1994
Bachelor of Science (B.Sc.) from Eckerd College
2000 - 2002
Bachelor of Science (B.Sc.) from University of South Florida

More Information

Social Presence :

Prographics :

Exp : 25 Location : London, England, United Kingdom Job Level : N/A Designation : Deputy Head, Strategic Partnerships at Raymond James Investment Services
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Insights For Selling To Tanya

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tanya is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Tanya

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Tanya move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Tanya take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Tanya

Personality Compatibility


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