JAMES WRIGHT

Evaluator
DISC Type : csd

Financial Services Professional at The Tenacity Team

Los Angeles Metropolitan Area, United States

Overview

With over 34 years in financial services and manufacturing, James is a seasoned professional and Certified Public Accountant. He previously served as a CFO, honing his skills in risk management and financial reporting, and holds a BBA from California State University, Fullerton. He now focuses on promoting financial literacy.

James is passionate about providing people with the tools and strategies for financial security. His posts reveal a deep appreciation for strong leadership and the value of time, viewing it as a precious, non-renewable resource. He is driven to help shield families from unexpected financial challenges and loss.

He is both a Certified Public Accountant and a licensed Insurance Agent for Accident, Health, Life, Variable Life & Variable Annuities.

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Financial Literacy
His current role is centered on "teaching people the importance of financial literacy" and he actively promotes complimentary financial webinars.
Risk Management
A core competency from his 34-year career, this was a primary responsibility during his tenure as CFO at Alhambra Foundry, where he managed loss control.
Value of Time
In a personal post about loss, he states, "Time is the only thing you can't get back! " indicating this is a deeply held personal value.

Media Appearances

JAMES has no verified media appearances

Work History

3-2020
Financial Services Professional at The Tenacity Team
4-1993 - 5-2023
CHIEF FINANCIAL OFFICER at ALHAMBRA FOUNDRY CO., LTD

Education

Bachelor of Business Administration - BBA from California State University, Fullerton

More Information

Social Presence :

Prographics :

Exp : 32 Location : Los Angeles Metropolitan Area, United States Job Level : N/A Designation : Financial Services Professional at The Tenacity Team
URL has been copied!

Insights For Selling To JAMES

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JAMES is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from JAMES

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will JAMES move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can JAMES take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And JAMES

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.