Wei Zhong

Examiner
DISC Type : cs

Head of Quantitative Engineering at Vise

New York, New York, United States

Overview

Wei Zhong is the Head of Quantitative Engineering at Vise, an AI-powered asset management unicorn. His extensive career includes leadership roles at Citadel, BlackRock, and J. P. Morgan. He holds a PhD in Engineering from the University of Delaware and is a CFA charterholder, underscoring his deep expertise in quantitative finance and risk analysis.

Personality Overview

Unexpressive

Tough To Convince

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. Being observant comes to them naturally.

Topics They Care About

Quantitative Engineering
He leads the quantitative engineering division at Vise and has built his career in quantitative roles at top firms like Citadel, BlackRock, and J. P. Morgan.
AI in WealthTech
His current role focuses on using artificial intelligence to build and manage personalized investment portfolios, aiming to disrupt traditional asset management.
Portfolio Personalization
A core part of his company's mission is to enable financial advisors to deliver personalized investment portfolios at scale across various asset classes.

Media Appearances

Wei has no verified media appearances

Work History

1-2021
Head of Quantitative Engineering at Vise
9-2018 - 12-2020
Team Leader, Quantitative Developer at Citadel
5-2014 - 6-2018
Director at BlackRock
12-2007 - 5-2014
Vice President at J.P. Morgan
R&D at Bloomberg

Education

2001 - 2006
Phd from University of Delaware
Education details unavailable from sfls

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Quantitative Engineering at Vise
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Insights For Selling To Wei

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wei is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Wei

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Wei move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Wei take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Wei

Personality Compatibility


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