Vincenzo Stuto

Observer
DISC Type : ic

Managing Partner and Chief Compliance Officer at ALTA WEALTH ADVISORS

Woburn, Massachusetts, United States

Overview

Vincenzo has no verified overview

Personality Overview

Curious

Example Seeker

Value Driven

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

Topics They Care About

Vincenzo has no verified topics they care about

Media Appearances

Vincenzo has no verified media appearances

Work History

4-2018
Managing Partner and Chief Compliance Officer at ALTA WEALTH ADVISORS
12-2016 - 5-2018
Vice President at Pinnacle Private Wealth
8-2010 - 12-2016
Vice President at Santander Investment Services
9-2008 - 7-2010
Financial Advisor at Merrill Lynch
8-2006 - 9-2008
Premier Client Manager at Bank of America

Education

2000 - 2004
Bachelor of Arts from Boston University
1996 - 2000
High School Diploma from Malden Catholic

More Information

Social Presence :

Prographics :

Exp : 23 Location : Woburn, Massachusetts, United States Job Level : Leadership Designation : Managing Partner and Chief Compliance Officer at ALTA WEALTH ADVISORS
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Insights For Selling To Vincenzo

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Be prepared for a lot of questions, answer them objectively
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vincenzo is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Vincenzo

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

Insights For Deal Planning

    How fast (or slow) will Vincenzo move?

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

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

You And Vincenzo

Personality Compatibility


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