Wendy W.

Commander
DISC Type : D

Director - Client Services at Gen II Fund Services

New York City Metropolitan Area, United States

Overview

Wendy has no verified overview

Personality Overview

Risk-Taker

Decisive

Strong-Willed

They are very proud of what they do.  They like to act fast and expect others to do the same. They like to be in a position where they can control the conversation and terms.

Topics They Care About

Wendy has no verified topics they care about

Media Appearances

Wendy has no verified media appearances

Work History

1-2024 - 8-2024
Director - Client Services at Gen II Fund Services
7-2018 - 1-2024
Accounting Manager at Gen II Fund Services
5-2017 - 7-2018
Senior Fund Accountant at Gen II Fund Services
5-2016 - 2-2017
Independent Consultant at LuLaRoe
7-2014 - 2-2016
Senior Fund Accountant at Gen II Fund Services, LLC

Education

2004 - 2009
Bachelor from Baruch College
2000 - 2004
High School Diploma from Brooklyn Technical High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Director - Client Services at Gen II Fund Services

Interested in

Sports

Bowling

URL has been copied!

Insights For Selling To Wendy

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Objectively showcase the impact that your product creates
  • Speak about competitive differentiation that your product offers

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wendy 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

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Wendy move?

  • They can take decisions very fast if you manage to convince them.
  • Can Wendy take some risk or not?

  • The risks don’t matter much to them.

You And Wendy

Personality Compatibility


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