James Taylor, MBA

Energizer
DISC Type : I

Automation Project Manager - Director at Morgan Stanley

Washington DC-Baltimore Area, United States

Overview

James has no verified overview

Personality Overview

Full Of Energy

Imaginative

Believer

They are really good at seeing what the long-term impacts of their decisions could be.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

1-2019
Automation Project Manager - Director at Morgan Stanley
6-2017 - 1-2019
Exotic Equity Derivative Product Controller – Associate at Morgan Stanley
8-2015 - 6-2017
Equity Derivative Product Controller – Analyst at Morgan Stanley
6-2014 - 9-2014
Summer Analyst at Morgan Stanley
5-2012 - 8-2013
Finance Intern at La Bella Media Spa

Education

1-2020 - 1-2022
Master of Business Administration - MBA from University of Maryland
8-2011 - 7-2015
Bachelor of Science from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 14 Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Automation Project Manager - Director at Morgan Stanley
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

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

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

Insights For Deal Planning

    How fast (or slow) will James move?

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

  • They can take certain risks that are unlikely to have personal consequences.

You And James

Personality Compatibility


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