Jack Zhang, CFA

Energizer
DISC Type : I

Chief Investment Strategist at Sequoia Financial Group

Austin, Texas, United States

Overview

Jack has no verified overview

Personality Overview

Enthusiastic

Imaginative

Relationship Oriented

They are really good at seeing what the long-term impacts of their decisions could be.  They are friendly, approachable and love to make new connections. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Jack has no verified topics they care about

Media Appearances

Jack has no verified media appearances

Work History

7-2021
Chief Investment Strategist at Sequoia Financial Group
1-2021 - 7-2021
Chief Investment Officer and Principal at WEALTHSTONE ADVISORS
8-2018 - 12-2020
Principal at WEALTHSTONE ADVISORS
7-2017 - 8-2018
Director of Risk Management at Halite Partners
1-2016 - 7-2017
Vice President at SCS Financial

Education

2019 - 2021
Master of Business Administration - MBA from The Wharton School
2006 - 2010
B.A. from Dartmouth College

More Information

Social Presence :

Prographics :

Exp : 16 Location : Austin, Texas, United States Job Level : Junior Designation : Chief Investment Strategist at Sequoia Financial Group
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Insights For Selling To Jack

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jack is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jack

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jack move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jack take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jack

Personality Compatibility


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