Tim Wald

Energizer
DISC Type : I

Director at UBS Wealth Management

Morris Plains, New Jersey, United States

Overview

Tim has no verified overview

Personality Overview

Enthusiastic

Imaginative

Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Tim has no verified topics they care about

Media Appearances

Tim has no verified media appearances

Work History

Director at UBS Wealth Management
5-2012
Data Program - ETL Leadership at UBS
4-2009 - 5-2012
Director - IT Manager of Regulatory Client Reporting at UBS
12-2005 - 8-2009
Director - IT Manager Client Statements at UBS
Director - IT Manager of Annuity and Mutual Funds at UBS Wealth Management

Education

BA from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Morris Plains, New Jersey, United States Job Level : Mid-senior Designation : Director at UBS Wealth Management
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Insights For Selling To Tim

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tim is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Tim

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Tim move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Tim take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Tim

Personality Compatibility


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