Xiaowei Han, FSA CFA

Critic
DISC Type : C

Advisory Board Member at Institutional Investor

New York, New York, United States

Overview

Xiaowei has no verified overview

Personality Overview

Precise

ROI Driven

Information Seeker

They prefer to do logical analysis and value evidence over emotions.  They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often.

Topics They Care About

Xiaowei has no verified topics they care about

Media Appearances

Xiaowei has no verified media appearances

Work History

3-2026
Advisory Board Member at Institutional Investor
12-2025
Advisory Board Member at LPGP Connect
7-2024
North American Advisory Board Member at Clear Path Analysis
2-2019
VP, Head of ALM at TIAA
5-2018 - 2-2019
Director, UL/VUL/IUL Financial Reporting at Transamerica

Education

3-2023 - 4-2024
Chief Financial Officer Program from Columbia Business School Executive Education
2006 - 2007
M.S. from University of Iowa

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York, New York, United States Job Level : Senior Designation : Advisory Board Member at Institutional Investor
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Insights For Selling To Xiaowei

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Xiaowei is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Xiaowei

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Xiaowei move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Xiaowei take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Xiaowei

Personality Compatibility


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