Zach Wernick

Questioner
DISC Type : c

Alternative Investment Risk Associate at Fidelity Investments

New York City Metropolitan Area, United States

Overview

Zach has no verified overview

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

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

Topics They Care About

Zach has no verified topics they care about

Media Appearances

Zach has no verified media appearances

Work History

7-2025
Alternative Investment Risk Associate at Fidelity Investments
6-2024 - 8-2024
Alternative Investments Risk Intern at Fidelity Investments
8-2023 - 5-2025
President at Dickinson Student Investment Group

Education

8-2021 - 5-2025
Bachelor of Arts - BA from Dickinson College
9-2017 - 6-2021
High School Diploma from Pascack Hills High School

More Information

Social Presence :

Prographics :

Exp : 1 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Alternative Investment Risk Associate at Fidelity Investments
URL has been copied!

Insights For Selling To Zach

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zach is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Zach

  • 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 Zach move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Zach take some risk or not?

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


You And Zach

Personality Compatibility


Other Fidelity Investments Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.