Winston Poppel

Energizer
DISC Type : I

Financial Consultant at SD Mayer & Associates LLP

Santa Clara, California, United States

Overview

Winston has no verified overview

Personality Overview

Believer

Relationship Oriented

Informal

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are really good at seeing what the long-term impacts of their decisions could be. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Winston has no verified topics they care about

Media Appearances

Winston has no verified media appearances

Work History

3-2026
Financial Consultant at SD Mayer & Associates LLP
7-2024 - 3-2026
Executive Associate at SD Mayer & Associates LLP
1-2024 - 6-2024
President and Treasurer at SCU Table Tennis Club
6-2018 - 6-2018
Junior Counselor at YMCA
7-2017 - 7-2017
Counselor-In-Training at YMCA

Education

2020 - 2024
Bachelor of Science in Commerce from Santa Clara University Leavey School of Business
2016 - 2020
IB Diploma from Saint George's School

More Information

Social Presence :

Prographics :

Exp : 2 Location : Santa Clara, California, United States Job Level : Junior Designation : Financial Consultant at SD Mayer & Associates LLP
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Insights For Selling To Winston

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Winston is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Winston

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Winston move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Winston take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Winston

Personality Compatibility


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