Yuan Wang

Enthusiast
DISC Type : i

Managing Director – Investment Research at State Street Global Advisors-LA

United States

Overview

Yuan has no verified overview

Personality Overview

Amiable & Agreeable

Consensus Focused

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Yuan has no verified topics they care about

Media Appearances

Yuan has no verified media appearances

Work History

1-2021
Managing Director – Investment Research at State Street Global Advisors-LA
6-2015 - 12-2020
Director – Multi-Asset Investments at T. Rowe Price
7-2009 - 5-2015
Senior Investment Analyst at Wellington Management
1-2006 - 6-2007
Investment Analyst at NAB

Education

9-2007 - 5-2009
Master of Science in Financial Management from Boston University
2-2002 - 11-2005
Bachelor of Commerce - BCom from Monash University

More Information

Social Presence :

Prographics :

Exp : 18 Location : United States Job Level : Mid-senior Designation : Managing Director – Investment Research at State Street Global Advisors-LA
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Insights For Selling To Yuan

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Maintain high, positive energy and convey confidence
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yuan is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Yuan

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Yuan move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Yuan take some risk or not?

  • They can take some low-probability risks if needed.

You And Yuan

Personality Compatibility


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