Wendy L Coates

Judge
DISC Type : Dc

Senior Vice President of Technology at New Horizon Bank

Mechanicsville, Virginia, United States

Overview

Wendy L. Coates is the Senior Vice President of Technology at New Horizon Bank, where she is responsible for aligning technology strategy with business growth and customer experience. A graduate of the UVA McIntire School of Commerce, her expertise spans vendor management, information security, and IT operations in the financial sector.

Outside of her core technical duties, Wendy shows a keen interest in corporate growth and team development. She has publicly celebrated company expansion, hiring milestones, and new branding initiatives, indicating a passion for the broader aspects of business strategy and building a strong organizational culture through talent acquisition.

This year, her team is establishing two new bank locations, an IT challenge she particularly enjoys.

Personality Overview

Fast But Wary

Features Driven

Quality Focused

They do not care very much about building rapport or relationships.  They like to stay in control of the negotiation or defining of the terms. They are less concerned about the product and more about its potential impact.

Topics They Care About

Banking Expansion
Her IT team is currently setting up two new physical locations for New Horizon Bank, a task she has stated she enjoys.
People Leadership
Emphasizes that leadership is a privilege and focuses on building high-performing teams through coaching, trust, and setting a clear direction.
Customer Experience Tech
Focuses on leveraging technology to create an exceptional customer experience, a key part of her role at New Horizon Bank.

Media Appearances

Wendy has no verified media appearances

Work History

1-2024
Senior Vice President of Technology at New Horizon Bank
3-2021 - 2-2024
Director Of Information Technology at CapCenter
8-2016 - 2-2020
Director Of Operations And Business Development at Orbit Logistics
1-2013 - 1-2016
Senior Director Of Technology and Call Center Operations at Capital One, Inc.
1-2009 - 1-2011
Director of Acquisitions Technology at Capital One, Inc.

Education

Master's of Science from UVA McIntire School of Commerce
2011 - 2012
Masters from University of Virginia

More Information

Social Presence :

Prographics :

Exp : 18 Location : Mechanicsville, Virginia, United States Job Level : Leadership Designation : Senior Vice President of Technology at New Horizon Bank
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Insights For Selling To Wendy L

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t be in a rush to invite them for a social meet and greet
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wendy L is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Wendy L

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Wendy L move?

  • If convinced, they can reach decisions quite fast.
  • Can Wendy L take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Wendy L

Personality Compatibility


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