Dan Jones

Evaluator
DISC Type : SDC

Partner at Bain & Company

New York, New York, United States

Overview

Dan Jones is a Partner in Bain & Companys New York office and leads the Americas Wealth & Asset Management practice. With over 15 years of experience, he advises financial services clients on corporate strategy, growth, and M&A. He earned his MBA from The Wharton School and AB from Princeton.

Outside of work, Dan enjoys running, cycling, and traveling with his wife and dog. While at Princeton, he was an officer of the Quadrangle Club and served as an Orange Key Tour Guide, showing his long-standing interest in connecting with people and representing his institution.

He graduated as a Palmer Scholar from The Wharton School, an honor reserved for the top 5% of the graduating class.

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Wealth Management
He leads Bain's Americas practice in this sector and has co-authored multiple reports on topics like customer loyalty and M&A within wealth and asset management.
Alternative Investments
Was a featured speaker at the 2023 Money Management Institute Alternative Investments Forum, discussing regulatory developments and market trends.
AI in Finance
He actively shares content about the application of AI at an enterprise scale for financial companies, including automation and digital financial advice.

Media Appearances

Dan has no verified media appearances

Work History

7-2008
Partner at Bain & Company
6-2007 - 8-2007
Sales and Trading Summer Analyst at Goldman Sachs

Education

2011 - 2013
MBA from The Wharton School
2004 - 2008
AB from Princeton University

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York, New York, United States Job Level : N/A Designation : Partner at Bain & Company
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Dan

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Dan take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Dan

Personality Compatibility


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