Xiaolan (Charlene) Kruk

Sharpshooter
DISC Type : CD

Financial Advisor at National Financial Network

New York City Metropolitan Area, United States

Overview

Xiaolan (Charlene) is a Financial Advisor with over 13 years of experience in corporate development and tech at firms like Samsung and SK Group. She leverages her background in strategic investments and M&A to help professionals and entrepreneurs manage their finances. She is fluent in English, Mandarin Chinese, and Korean.

Originally from Shanghai, Xiaolan now lives in New Jersey with her husband and young daughter. She is passionate about empowering women business owners and enjoys reading, watercolor painting, and traveling in her personal time. People who have worked with her describe her as talented, intelligent, organized, and hardworking.

She recently attended the Consumer Electronics Show (CES) to help a group of Chinese entrepreneurs navigate the event, blending her tech past with her current focus.

Personality Overview

Fast But Analytical

Precise But Practical

Rigorous & Demanding

They are not focused on building rapport and relationships.  They like to act fast and expect others to do the same. They are very proud of what they do.

Topics They Care About

Financial Wellness
Her current role focuses on providing clarity and confidence in finances for professionals and entrepreneurs, helping them build lasting wealth and a legacy.
Startup Ecosystems
She has extensive experience working with startups at Samsung NEXT and SK Group, focusing on ecosystem building, diligence, and investments.
Women in Business
She is passionate about empowering women business owners and recently hosted an event on financial wellness with the "Work Like A Girl" community.

Media Appearances

Xiaolan has no verified media appearances

Work History

12-2024
Financial Advisor at National Financial Network
12-2021 - 2-2024
Sr Manager at SK Growth Opportunities Corporation
6-2020 - 11-2021
Sr. Manager of Corporate Development at SK Global Development Group at SK Group
4-2014 - 5-2019
Ecosystem Innovation Manager at Samsung NEXT
2-2010 - 4-2014
Assistant Partnership Manager - Mobile Product Strategy Team at Samsung Electronics

Education

Graduate School from Seoul National University
Exchange Program (6 month) from The University of Osaka

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at National Financial Network
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Insights For Selling To Xiaolan (Charlene)

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not spend too much time focusing on product tech or features
  • 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 Xiaolan (Charlene) is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Xiaolan (Charlene)

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Xiaolan (Charlene) move?

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

  • The risks don’t matter much to them.

You And Xiaolan (Charlene)

Personality Compatibility


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