Jake Lambert

Cheerleader
DISC Type : Is

Head of Production at Fidelity Investments

Boston, Massachusetts, United States

Overview

Jake has no verified overview

Personality Overview

Considerate

Affable

Story-Driven

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to opt for solutions that are proven in the market. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Jake has no verified topics they care about

Media Appearances

Jake has no verified media appearances

Work History

2-2014
Head of Production at Fidelity Investments
3-2017 - 5-2025
Board of Directors, VP, Marketing & Communications Chair at ReachArts
4-2010 - 2-2014
Vice President, Executive Producer, Creative at MEplusYOU Agency
12-2005 - 5-2010
Vice President, Content Director, Creative Technology at Foote, Cone & Belding
8-2001 - 12-2005
Senior Producer at Broadview Media

Education

3-2025 - 6-2025
Certificate Program from Cornell University
1988 - 1992
Bachelor of Arts from Southern Illinois University, Carbondale

More Information

Social Presence :

Prographics :

Exp : 23 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Head of Production at Fidelity Investments
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Show them how they look good by making this decision
  • Take time to make them feel comfortable before getting to the main pitch
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t sound very transactional
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Jake

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Jake take some risk or not?

  • They probably won’t put a lot at risk.

You And Jake

Personality Compatibility


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