Victor Tavares, CFA

Observer
DISC Type : ic

Senior Investment Risk Analyst at Insight Investment

Greater Boston, United States

Overview

Victor has no verified overview

Personality Overview

Curious

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally strong communicators and are not easy to convince.

Topics They Care About

Victor has no verified topics they care about

Media Appearances

Victor has no verified media appearances

Work History

9-2021
Senior Investment Risk Analyst at Insight Investment
2-2018 - 9-2021
VP, Investment Risk Analyst, Active Fixed Income at Mellon
8-2005 - 2-2018
Senior Portfolio Analyst, Emerging Markets at Standish Mellon Asset Management Company

Education

2003 - 2004
Master of Science (M.S.) from Questrom School of Business, Boston University
1996 - 2000
Bachelor of Science (B.S.) from Salve Regina University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Boston, United States Job Level : Mid-senior Designation : Senior Investment Risk Analyst at Insight Investment
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Insights For Selling To Victor

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Ask them questions to understand their needs better while staying affable
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Victor is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Victor

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Victor move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Victor take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Victor

Personality Compatibility


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