Travis Beaulieu

Critic
DISC Type : C

Director of Data Science & AI at Fidelity Investments

United States

Overview

Travis has no verified overview

Personality Overview

Information Seeker

ROI Driven

Critic

They prefer to analyze logically and value objective facts over emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Travis has no verified topics they care about

Media Appearances

Travis has no verified media appearances

Work History

1-2026
Director of Data Science & AI at Fidelity Investments
1-2022 - 1-2026
Principal Data Scientist at Fidelity Investments
4-2020 - 1-2022
Senior Data Scientist at Fidelity Investments
6-2018 - 4-2020
Data Scientist at Fidelity Investments
11-2016 - 5-2017
Senior Economist at RTI International

Education

6-2017 - 5-2018
Master of Science in Analytics from Institute for Advanced Analytics
2017 - 2018
Master of Science in Analytics from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : United States Job Level : Mid-senior Designation : Director of Data Science & AI at Fidelity Investments
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Insights For Selling To Travis

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Travis is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Travis

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Travis move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Travis take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Travis

Personality Compatibility


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