Trey Anglin

Collaborator
DISC Type : is

Sr. Vice President/Sr. Relationship Manager - Commercial Banking at Wells Fargo Bank, N.A.

Charlotte, North Carolina, United States

Overview

Trey is a Senior Vice President and Senior Relationship Manager in Middle Market Banking at Wells Fargo. With a career spanning roles at PNC Bank and Wachovia, he has extensive experience in commercial and corporate banking. He holds an MBA from Wake Forest University and a BA from UNC-Chapel Hill.

His educational background at two prominent North Carolina universities, UNC-Chapel Hill and Wake Forest, suggests a strong connection to the state and its academic institutions. This is reflected in his continued interest in his alma maters.

He has built a long-standing career in the banking industry, progressing through various relationship and portfolio management roles.

Personality Overview

Good Listener

Fair-minded

Example Driven

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.  They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Topics They Care About

Middle Market Banking
His current role as Sr. Vice President and Sr. Relationship Manager at Wells Fargo is focused on the middle market sector.
Commercial Banking
His title and previous senior roles at PNC Bank and Wells Fargo highlight his extensive background in commercial banking.
Relationship Management
A core function of his title for many years, indicating expertise in managing client portfolios and banking relationships.

Media Appearances

Trey has no verified media appearances

Work History

1-2013
Sr. Vice President/Sr. Relationship Manager - Commercial Banking at Wells Fargo Bank, N.A.
5-2007 - 1-2013
Commercial Markets - Senior Relationship Manager at PNC Bank
8-2001 - 5-2007
Vice President, Corporate and Investment Banking - Private Portfolio Management at Wachovia, A Wells Fargo Company

Education

1999 - 2001
MBA from Wake Forest University School of Business
1989 - 1993
BA from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 24 Location : Charlotte, North Carolina, United States Job Level : Middle Designation : Sr. Vice President/Sr. Relationship Manager - Commercial Banking at Wells Fargo Bank, N.A.
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Insights For Selling To Trey

During A Call Or A Meeting

DO's

  • When asking them questions, sound relatable and informal
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t sound very transactional
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trey is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Trey

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Trey move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Trey take some risk or not?

  • It is unlikely that they will take many risks.

You And Trey

Personality Compatibility


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