Ying Yi, CFA

Energizer
DISC Type : I

Managing Director at John Hancock

Greater Boston, United States

Overview

Ying has no verified overview

Personality Overview

Relationship Oriented

Imaginative

Full Of Energy

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Ying has no verified topics they care about

Media Appearances

Ying has no verified media appearances

Work History

7-2019
Managing Director at John Hancock
1-2018 - 7-2019
Portfolio Manager, Asset Allocation at MassMutual
1-2014 - 12-2017
Director, Investment Management at MassMutual
7-2010 - 8-2013
Investment Manager at ING Nederland
7-2007 - 6-2010
Lead Financial Analyst at ING Nederland

Education

2005 - 2007
MBA from The Tuck School of Business at Dartmouth
MS from Clarkson University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Greater Boston, United States Job Level : Mid-senior Designation : Managing Director at John Hancock
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Insights For Selling To Ying

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ying is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Ying

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Ying move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Ying take some risk or not?

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

You And Ying

Personality Compatibility


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