Dave Jacobs

Observer
DISC Type : ci

Managing Director- Head of Marketing Analytics at BMO

Greater Chicago Area, United States

Overview

Dave has no verified overview

Personality Overview

Curious

Example Seeker

Assertive

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Dave has no verified topics they care about

Media Appearances

Dave has no verified media appearances

Work History

7-2025
Managing Director- Head of Marketing Analytics at BMO
9-2023 - 7-2025
Executive Director, Data Science and Analytic Solutions at JPMorgan Chase & Co.
4-2021 - 9-2023
Vice President, Digital Insights at JPMorgan Chase & Co.
3-2019 - 4-2021
Senior Manager, Data Science Enablement at HSBC
11-2016 - 3-2019
Senior Manager, Digital Marketing Analytics at HSBC

Education

2012 - 2014
Master of Science from Northwestern University
2003 - 2005
MBA from University of Illinois Chicago

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Managing Director- Head of Marketing Analytics at BMO
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Insights For Selling To Dave

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Dave

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Dave move?

  • They like to analyze well and then make their decisions.
  • Can Dave take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Dave

Personality Compatibility


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