James Wheatley

Energizer
DISC Type : I

Divisional Director - Corporate Finance at St. James’s Place

Cirencester, England, United Kingdom

Overview

James has no verified overview

Personality Overview

Full Of Energy

Big Picture Person

Relationship Oriented

They are naturally enthusiastic, so take their promise with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

1-2026
Divisional Director - Corporate Finance at St. James’s Place
12-2022 - 12-2025
Head of Division - Debt Funding at St. James’s Place
7-2021 - 12-2022
Head of Debt Funding at St. James’s Place
11-2018 - 6-2021
Debt Funding Manager at St. James’s Place
9-2014 - 10-2018
Financial Analyst at St. James’s Place

Education

2011 - 2014
Bachelor of Science (BSC) from Cardiff University / Prifysgol Caerdydd
2008 - 2010
Education details unavailable from Marling School, Stroud

More Information

Social Presence :

Prographics :

Exp : 12 Location : Cirencester, England, United Kingdom Job Level : Mid-senior Designation : Divisional Director - Corporate Finance at St. James’s Place
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from James

  • They are unlikely to 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 fastest decision makers, their friendly approach can give false positive signals.
  • 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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