Yolanda Preisser

Questioner
DISC Type : c

Wealth Manager at INVEX

Miami, Florida, United States

Overview

Yolanda is a recent graduate from Boston University with a Masters in Project Management. Her professional background blends wealth management at INVEX with hands-on entrepreneurial experience as the founder of a bakery. She combines hard management skills with a focus on providing evidence-based solutions in the finance industry.

She is passionate about creating opportunities for others, demonstrated by her volunteer work developing a job bank for an immigrant support non-profit. Yolanda proudly navigated the challenges of studying in a foreign country and has a foundational background in international relations from her undergraduate studies.

Unique fact: While studying in the US, she founded and remotely managed all operations for her bakery in Mexico.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Project Management
Holds a Master of Science in Project Management from Boston University and has practical experience in the field.
Entrepreneurship & Innovation
Founded her own bakery, managed all operations, and holds a Graduate Certificate in Innovation and Entrepreneurship.
Wealth Management
Gained experience as a Wealth Manager at INVEX and has recently started a new position as a Banker in Development.

Media Appearances

Yolanda has no verified media appearances

Work History

12-2023
Wealth Manager at INVEX
6-2015 - 12-2023
Founder-Project Manager at Morona Repostería
7-2021 - 4-2022
Administrative Assistant- Project Manager at Turísticos y Empresariales San José
1-2020 - 6-2020
Researcher, Non-profit center to support immigrants from Central America at Immigrant Support Center CAMMI

Education

5-2022 - 5-2023
Master of Science - MS from Boston University
2016 - 2021
Bachelor's degree from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 7 Location : Miami, Florida, United States Job Level : Middle Designation : Wealth Manager at INVEX
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Insights For Selling To Yolanda

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yolanda 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 Yolanda

  • 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 Yolanda move?

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

  • Can Yolanda take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Yolanda

Personality Compatibility


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