Jack Casey

Go-getter
DISC Type : d

Vice Chairman at Meridian Investments, Inc

Bethesda, Maryland, United States

Overview

John P. "Jack" Casey is the Co-Founder and Vice-Chairman of the Meridian Companies, where he has been instrumental in raising over $32 billion in tax credit equity since 1981. He leads business development, new product creation, and legislative initiatives for the firm. He is a graduate of the University of Massachusetts Boston.

Jack has a profound commitment to philanthropy, serving as Chairman Emeritus of the Board for the Make-A-Wish Foundation of the Mid-Atlantic region. He is also a Director of the Affordable Housing Tax Credit Coalition, reflecting his deep involvement in community and industry advocacy from his Washington, D. C. office.

Unique fact: For over four decades, Jack has been a pioneer in the institutional tax credit industry, continuously innovating to meet client needs.

Personality Overview

Decisive

Fast-Paced

Challenger

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Affordable Housing
As a key figure in the Low-Income Housing Tax Credit industry and a Director of the Affordable Housing Tax Credit Coalition, this is central to his professional life.
Tax Credit Equity
He is a pioneer in this specific financial field, having helped raise over $32 billion in tax credit equity throughout his career at Meridian.
Children's Causes
His long-term leadership and current status as Chairman Emeritus of the Make-A-Wish Foundation of the Mid-Atlantic demonstrate a deep commitment to children's welfare.

Media Appearances

Jack has no verified media appearances

Work History

11-1981
Vice Chairman at Meridian Investments, Inc

Education

1967 - 1971
BA from UMass Boston

More Information

Social Presence :

Prographics :

Exp : 44 Location : Bethesda, Maryland, United States Job Level : N/A Designation : Vice Chairman at Meridian Investments, Inc
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Insights For Selling To Jack

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jack is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jack

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jack move?

  • Their decision making speed is somewhere in the middle.
  • Can Jack take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jack

Personality Compatibility


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