Tara Latini

Commander
DISC Type : D

Head of Wealth Distribution at TIAA

New York, New York, United States

Overview

Tara has no verified overview

Personality Overview

Candid & Clear

Strong-Willed

Very Quick

They respond well to strong and respectful communication.  They prefer to be the ones controlling the conversation or defining the terms. They are not always relationship oriented.

Topics They Care About

Tara has no verified topics they care about

Media Appearances

Tara has no verified media appearances

Work History

4-2023
Head of Wealth Distribution at TIAA
4-2021 - 4-2023
Head of Wealth and Personal Banking, US at HSBC
8-2018 - 4-2021
Country Head Retail Banking & Wealth Management Malaysia at HSBC
8-2018
Global Transformation Director at HSBC
VP - Small Business Banking Customer Segment Manager at Chase

Education

Master of Business Administration (MBA) from Columbia Business School
Bachelor of Science (BS) from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 7 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Wealth Distribution at TIAA
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Insights For Selling To Tara

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Speak about competitive differentiation that your product offers

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t take too much time in sending them information if they ask for any
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tara is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Tara

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Tara move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Tara take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Tara

Personality Compatibility


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