William O'Donnell CFA, CPA

Enthusiast
DISC Type : i

Consultant at Allianz Global Investors

New York City Metropolitan Area, United States

Overview

William has no verified overview

Personality Overview

Optimistic

Amiable & Agreeable

Non-Confrontational

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

William has no verified topics they care about

Media Appearances

William has no verified media appearances

Work History

3-2017
Consultant at Allianz Global Investors
7-2011 - 4-2015
Chief Financial Officer at Rochdale Investment Management
7-2011 - 3-2015
Chief Financial Officer at RIM Securities Ltd
10-2009 - 6-2011
Financial Consultant at WOD Consulting
4-2007 - 8-2009
Director & Responsible Officer at Clay Finlay (HK) Ltd.

Education

Bachelor of Science (BS) from Fairfield University
Education details unavailable from Fairfield University

More Information

Social Presence :

Prographics :

Exp : 37 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Consultant at Allianz Global Investors
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from William

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will William move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can William take some risk or not?

  • They can take some low-probability risks if needed.

You And William

Personality Compatibility


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