Jamie W. Meurer, CPA

Balancer
DISC Type : S

Owner at JWM7 Consulting Services, LLC

Metro Jacksonville, United States

Overview

Jamie is a CPA with over 25 years of experience in finance, primarily as a CFO for private equity and real estate investment firms like MiddleGround Capital. A University of Kentucky graduate, she now owns a CFO consulting service and has also become a Realtor.

After raising her family in Kentucky, she moved to Amelia Island, Florida. She has a passion for interior design, boating, and coastal living. Her personal inspirations include God, family, friends, and fashion, and she enjoys visiting farmers markets.

Unique fact: Jamie and her husband are high school sweethearts.

Personality Overview

Risk-Averse

Process-Oriented

Empathetic

They are comfortable taking long term decisions.  They like following the process even if it takes time to reach any conclusion. They are courteous and respectful but practical.

Topics They Care About

Private Equity
Has extensive experience as a CFO in the private equity sector and actively posts about building teams and careers within the industry.
Real Estate
Leveraged her background in real estate investment to launch a new career as a Realtor in Amelia Island, Florida, handling complex and residential transactions.
Women in Finance
Participates as a panelist in events like the Women in Finance Summit at her alma mater, the University of Kentucky, to empower and mentor students.

Media Appearances

Jamie has no verified media appearances

Work History

2-2024
Owner at JWM7 Consulting Services, LLC
10-2020 - 1-2024
Chief Financial Officer at MiddleGround Capital
1-2021 - 12-2021
ESG Coordinator at MiddleGround Capital
9-2020
Director of Corporate and Fund Accounting at Viking Partners, LLC
Chief Financial Officer at Viking Partners, LLC

Education

Bachelor of Science (B.S.) from University of Kentucky

More Information

Social Presence :

Prographics :

Exp : 2 Location : Metro Jacksonville, United States Job Level : Leadership Designation : Owner at JWM7 Consulting Services, LLC
URL has been copied!

Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Unless they are the decision maker, bring other stakeholders into the process early
  • Share information about the process and how it would address all concerns
  • Encourage them to invite other key stakeholders for discussions

DONT's

  • Ensure that you don’t seem disinterested when speaking to them
  • Do not sound very transactional, make extra effort to be genuinely interested
  • Skip mentioning details that are confusing

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • For them, low risk, acceptance by others and strong collaterals are most important.
  • Will you ever get a clear answer from Jamie

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • They can be some of the slowest decision makers.
  • Can Jamie take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And Jamie

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.