Thomas Nelson, CFA CAIA

Inquirer
DISC Type : cd

SVP, Portfolio Manager, Head of Market Strategy at Franklin Templeton

New York, New York, United States

Overview

Thomas has no verified overview

Personality Overview

Demanding

Hard To Convince

Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Topics They Care About

Thomas has no verified topics they care about

Media Appearances

Thomas has no verified media appearances

Work History

9-2007
SVP, Portfolio Manager, Head of Market Strategy at Franklin Templeton
8-1991 - 9-2007
Sales Manager at Bloomberg

Education

1987 - 1991
BS from Alfred Lerner College of Business & Economics at University of Delaware
1987 - 1991
Bachelor's degree from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 34 Location : New York, New York, United States Job Level : Leadership Designation : SVP, Portfolio Manager, Head of Market Strategy at Franklin Templeton
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Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Highlight the competitive differentiation of your product
  • Stress on the business value that your product offers

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

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

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

Insights For Deal Planning

    How fast (or slow) will Thomas move?

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

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

You And Thomas

Personality Compatibility


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