Jamee Marquez

Researcher
DISC Type : Cs

Senior Compliance Manager, BSA/AML/Sanctions at Strike

Washington, District of Columbia, United States

Overview

Jamee has no verified overview

Personality Overview

Cost Conscious

Soft Communicator

Perfectionist

The only way to convince them is by showing them examples and ample proof.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Jamee has no verified topics they care about

Media Appearances

Jamee has no verified media appearances

Work History

5-2023
Senior Compliance Manager, BSA/AML/Sanctions at Strike
6-2020 - 5-2023
Compliance Manager, BSA/AML at Bittrex
2-2017 - 6-2020
Sr. AML Investigations Team Lead at Burke & Herbert Bank
2016 - 2017
AML/KYC Quality Control Officer, Corporate & Investment Bank at JPMorgan Chase & Co.
2014 - 2016
AML Compliance Analyst, Global Financial Crimes Compliance at JPMorgan Chase & Co.

Education

Bachelor's Degree from Virginia Tech
Education details unavailable from Ursuline Academy Wilmington, DE

More Information

Social Presence :

Prographics :

Exp : 12 Location : Washington, District of Columbia, United States Job Level : Middle Designation : Senior Compliance Manager, BSA/AML/Sanctions at Strike
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Insights For Selling To Jamee

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • Use a presentation with information before getting into a live product walkthrough
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamee is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jamee

  • 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 Jamee move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jamee take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jamee

Personality Compatibility


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