James Lawson

Enthusiast
DISC Type : i

CEO and CISO of J and J Investment at J and J

Fair Oaks, California, United States

Overview

James is the CEO and CISO of J and J Investment, where he manages a diverse investment portfolio and provides in-depth financial planning. His background includes senior management roles at IBM and Verizon, along with product management at Kyndryl. He studied Earth Science at UC San Diego.

Outside of his financial career, James is an avid spectator of major international sports, having expressed excitement about attending both the World Cup and the Olympics. He is also passionate about wildlife, volunteering his time to protect California Eagles.

A personal motto he frequently shares is: "A Goal without a plan is just a wish! "

Personality Overview

Consensus Focused

Non-Confrontational

Story Driven

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Retirement Planning
As CEO of an investment firm, he provides in-depth financial planning for retirement, including 401k rebalancing.
Cybersecurity Vendors
He serves as CISO and previously managed relationships with cybersecurity vendors like Proofpoint, Palo Alto, and Crowdstrike while at Kyndryl.
Workplace Happiness
A stated goal in his current role is to provide services that improve productivity and, most importantly, increase happiness in a business.

Media Appearances

James has no verified media appearances

Work History

1-2022
CEO and CISO of J and J Investment at J and J
5-2021 - 12-2024
Volunteer protecting California Eagles at Freelance
4-2022 - 3-2023
Product Manager at Kyndryl
9-2017 - 3-2022
Senior Manager at IBM
2-2002 - 9-2017
Senior Manager at Verizon Business

Education

1991 - 1995
Earth Science from UC San Diego

More Information

Social Presence :

Prographics :

Exp : 21 Location : Fair Oaks, California, United States Job Level : Leadership Designation : CEO and CISO of J and J Investment at J and J
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Give them the opportunity to lead the conversation where possible
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from James

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will James move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can James take some risk or not?

  • If it seems really necessary, they can take small risks.

You And James

Personality Compatibility


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