William Porter

Questioner
DISC Type : c

Concierge Agent III at Coinbase

San Jose, California, United States

Overview

William has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Value Seeker

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

William has no verified topics they care about

Media Appearances

William has no verified media appearances

Work History

4-2025
Concierge Agent III at Coinbase
2-2019 - 7-2025
Senior Financial Advisor & Portfolio Strategist at Thrive Wealth Solutions (San Jose, CA)
2-2015 - 1-2019
IT Supply Chain Analyst II & Digital Transformation Lead at JBS USA

Education

2023 - 2025
Master of Business Administration - MBA from Duke University - The Fuqua School of Business
2015 - 2017
Master of Science - MS from Tuskegee University

More Information

Social Presence :

Prographics :

Exp : 10 Location : San Jose, California, United States Job Level : N/A Designation : Concierge Agent III at Coinbase
URL has been copied!

Insights For Selling To William

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from William

  • 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 William move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can William take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And William

Personality Compatibility


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