Wendy Tang

Wildcard
DISC Type : ics

VP- Financial Solutions Advisor at Bank of America Merrill Lynch

Greater Philadelphia, United States

Overview

Wendy Tang is a Financial Advisor at Merrill Lynch, leveraging a diverse background that spans from finance to entrepreneurship. She holds a Bachelors degree from Temple University and is a certified Graduate Gemologist. Her experience includes owning an investment company with a mixed portfolio of commercial and residential properties, demonstrating deep financial acumen.

Wendys professional history is rooted in business ownership and management, particularly within the fine jewelry industry. She has owned or managed several full-service retail jewelry stores, focusing on custom designs, manufacturing, and appraisals. This background provides her with a unique perspective on tangible assets and managing small businesses.

Wendy successfully transitioned from being a jewelry entrepreneur and Graduate Gemologist to a Financial Advisor at a leading firm.

Personality Overview

Friendly But Slow

ROI Driven

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Wealth Management
As a Financial Advisor at Merrill Lynch, her core focus is on financial solutions and wealth management strategies for her clients.
Real Estate Investing
She was the owner of Tango Investment Company, which managed a mixed portfolio of both commercial and residential properties.
Small Business Finance
[Predicted] Her extensive experience as a business owner and manager in the jewelry industry suggests a deep understanding of small business operations and financial needs.

Media Appearances

WENDY TANG - Merrill® Financial Solutions Advisors™. Featured in Merrill.com (Bank of America Merrill Lynch)

See Now

Work History

4-2020
VP- Financial Solutions Advisor at Bank of America Merrill Lynch
10-2019 - 2-2020
Operations Manager at Jewelers Depot
8-2016
Owner at Tango Investment Company
2-2016 - 9-2019
Sales Consultant and Appraiser at Jem Jewelers
8-1997 - 7-2015
Business Manager / Co-Owner at Optima Jewelers Corporation

Education

Bachelor's degree from Temple University
Graduate Gemologist from GIA (Gemological Institute of America)

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Philadelphia, United States Job Level : Senior Designation : VP- Financial Solutions Advisor at Bank of America Merrill Lynch
URL has been copied!

Insights For Selling To Wendy

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wendy is

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

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Wendy move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Wendy take some risk or not?

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

You And Wendy

Personality Compatibility


Other Bank of America Merrill Lynch Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.