Eric Jardine

Examiner
DISC Type : cs

Director of Technology at Perigon Wealth Management, LLC

San Francisco Bay Area, United States

Overview

Eric Jardine is the Director of Technology and a Financial Advisor at Perigon Wealth Management, where he specializes in using data analysis to inform growth decisions. A graduate of the University of Colorado Boulder, colleagues describe him as incredibly smart and hard-working, with incomparable integrity.

As an intellectually curious early adopter of technology, Eric is considered a domain expert on various software systems. He actively follows financial market trends and has taken courses in Python for Data Science to enhance his analytical capabilities, demonstrating a commitment to continuous learning.

Vendors often seek his input for product development ideas, underscoring his expertise in financial technology.

Personality Overview

Status Quo Seeker

Overcautious

Unexpressive

They are always well-planned and adopt a systematic approach.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Financial Technology
He has implemented numerous reporting, planning, and CRM systems and is viewed by colleagues as a domain expert on various software platforms.
Data-Driven Strategy
Focuses on analyzing complex, unstructured data sets to uncover insights that inform strategic decisions and scale business operations.
Market Analysis
He shares commentary on how credit demand, viral slowdowns, and major IPOs like Lyft impact the financial system and market behavior.

Media Appearances

Eric has no verified media appearances

Work History

5-2024
Director of Technology at Perigon Wealth Management, LLC
1-2018
Financial Advisor at Perigon Wealth Management, LLC
5-2016 - 1-2018
Senior Portfolio Manager, Wealth Advisor at Millie Capital Management
12-2010 - 10-2015
Managing Director at BakerAvenue Wealth Management
11-2004 - 12-2010
Portfolio Manager at BakerAvenue Wealth Management

Education

8-1995 - 12-1999
BS from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 25 Location : San Francisco Bay Area, United States Job Level : Mid-senior Designation : Director of Technology at Perigon Wealth Management, LLC
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Eric

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Eric take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Eric

Personality Compatibility


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