Wesley Wilson

Questioner
DISC Type : c

Adjunct Faculty at Vanguard University of Southern California

Irvine, California, United States

Overview

Wesley has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Wesley has no verified topics they care about

Media Appearances

Wesley has no verified media appearances

Work History

8-2024
Adjunct Faculty at Vanguard University of Southern California
12-2018
Partner, Chief Investment Officer and Chief Financial Officer at Avanath Capital Management, LLC
6-2019 - 1-2021
Chief Financial Officer / Chief Compliance Officer at Avanath Capital Management, LLC
2-2018 - 1-2019
Vice President at Avanath Capital Management, LLC
1-2024
Adjunct Faculty at South Orange County Community College District

Education

2016 - 2018
Master of Business Administration (M.B.A.) from Pepperdine Graziadio Business School
CPA from Certified Public Accountant (CPA)

More Information

Social Presence :

Prographics :

Exp : 5 Location : Irvine, California, United States Job Level : Leadership Designation : Adjunct Faculty at Vanguard University of Southern California
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Insights For Selling To Wesley

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wesley is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Wesley

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Wesley move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Wesley take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Wesley

Personality Compatibility


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