Janet Yang Rohr, CFA

Evaluator
DISC Type : SCD

Director, Multi-Asset & Alternative Investments Manager Research at Morningstar

Naperville, Illinois, United States

Overview

Janet has no verified overview

Personality Overview

Thorough Evaluator

Quality Focused

Fast But Analytical

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 They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Janet has no verified topics they care about

Media Appearances

Janet has no verified media appearances

Work History

10-2021
Director, Multi-Asset & Alternative Investments Manager Research at Morningstar
2-2018 - 10-2021
Head of Managed Investment Data at Morningstar
8-2010 - 2-2018
Various Manager Research Positions at Morningstar
1-2021
Illinois State Representative, 41st District at 102nd, 103rd, 104th General Assemblies
Vice President, Investment Product Manager at Northern Trust Corporation

Education

2007 - 2010
Master of Business Administration (MBA) from The University of Chicago Booth School of Business
1999 - 2002
Bachelor of Arts (B.A.) from Northwestern University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Naperville, Illinois, United States Job Level : Mid-senior Designation : Director, Multi-Asset & Alternative Investments Manager Research at Morningstar
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Insights For Selling To Janet

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Janet is

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

  • 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 Janet move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Janet 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 Janet

Personality Compatibility


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