Todd Wickwire

Collaborator
DISC Type : is

Managing Director at HB Wealth

Washington DC-Baltimore Area, United States

Overview

Todd has no verified overview

Personality Overview

Consensus Builder

Good Listener

Fair-minded

Win-win scenarios can appeal strongly to them.  They are more likely to go for proven solutions. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Todd has no verified topics they care about

Media Appearances

Todd has no verified media appearances

Work History

1-2025
Managing Director at HB Wealth
2019 - 2025
Chief Executive Officer at WMS Partners
1999 - 2019
Managing Director, Co-Head of Equity Research at Wells Fargo
1993 - 1999
Director, Investment Banking / Capital Markets at Alex. Brown & Sons, Inc.
1992 - 1993
Mergers and Acquisitions Associate at J.P. Morgan

Education

1990 - 1992
Master of Business Administration - MBA from The Wharton School
1983 - 1987
Bachelor of Arts - BA from Franklin & Marshall College

More Information

Social Presence :

Prographics :

Exp : 37 Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Managing Director at HB Wealth
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Show genuine interest in solving their problems
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t give the impression of being unproven or risky
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Todd

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Todd take some risk or not?

  • They probably won’t put a lot at risk.

You And Todd

Personality Compatibility


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