Jacob Guise

Sharpshooter
DISC Type : CD

Finance Business Intelligence Manager at Morningstar

Chicago, Illinois, United States

Overview

Jacob has no verified overview

Personality Overview

ROI Driven

Precise But Practical

Rigorous & Demanding

They like to stay in control of the negotiation or defining of the terms.  They respond well to strong and respectful communication. They put a lot of effort into ensuring personal success.

Topics They Care About

Jacob has no verified topics they care about

Media Appearances

Jacob has no verified media appearances

Work History

7-2024
Finance Business Intelligence Manager at Morningstar
5-2022 - 7-2024
Senior Finance Intelligence Analyst at Morningstar
7-2021 - 5-2022
Financial Analyst at Morningstar
4-2014 - 5-2016
Quinlan Ambassador at Quinlan School of Business, Loyola University Chicago
1-2015 - 5-2015
Financial Analyst Intern at Accelerated Growth Advisors

Education

2018 - 2020
Master of Business Administration - MBA from Loyola University Chicago
2012 - 2016
Bachelors of Business Administration from Loyola University Chicago

More Information

Social Presence :

Prographics :

Exp : 6 Location : Chicago, Illinois, United States Job Level : Middle Designation : Finance Business Intelligence Manager at Morningstar
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Insights For Selling To Jacob

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp
  • Refer to testimonials from well-known industry leaders

DONT's

  • Avoid being too verbose
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacob is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jacob

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Jacob move?

  • If convinced, they can reach decisions quite fast.
  • Can Jacob take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Jacob

Personality Compatibility


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