Jamie Schrotberger, CFA

Questioner
DISC Type : c

Senior Portfolio Manager at Faithward Capital

Greater Philadelphia, United States

Overview

Jamie has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Jamie has no verified topics they care about

Media Appearances

Jamie has no verified media appearances

Work History

8-2025
Senior Portfolio Manager at Faithward Capital
11-2019 - 8-2025
Chief Executive Officer at Spread Bagelry
8-2018 - 11-2019
Chief Financial Officer at Garces Group
2-2001 - 8-2018
Senior Portfolio Manager/Security Analyst at Turner Investments, LLC
Equity Analyst at BlackRock

Education

1988 - 1992
BA from Denison University
1992 - 1994
MBA from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater Philadelphia, United States Job Level : Middle Designation : Senior Portfolio Manager at Faithward Capital
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • 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 Jamie is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jamie

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jamie take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Jamie

Personality Compatibility


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