Jaron Watumull Wright, CFA

Energizer
DISC Type : I

Director, Financial Reporting at Carta

San Francisco, California, United States

Overview

Jaron is the Director of Financial Reporting at Carta, leveraging his expertise in financial audit and valuations within the banking and real estate sectors. A Chartered Financial Analyst (CFA) charterholder and graduate of the University of San Francisco, he is described by colleagues as diligent, technologically savvy, and an exceptional mentor.

Personality Overview

Believer

Big Picture Person

Informal

They are friendly, approachable and love to make new connections.  They are always positive and upbeat, so take their promises with a pinch of salt. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Simplifying Financial Reporting
He is focused on making equity reporting easier to gather and understand for users, as stated in his professional feed.
Equity Management
Has direct experience guiding clients through capitalization table management software and complex analysis tools from his time at Solium Capital.
Startup Valuation
His background includes extensive experience as a Valuations Manager at both SVB Financial Group and Carta, focusing on private company valuations.

Media Appearances

Jaron has no verified media appearances

Work History

6-2021
Director, Financial Reporting at Carta
9-2017 - 4-2020
Valuations Manager at Carta
7-2013 - 9-2017
Valuations Manager at SVB Financial Group
5-2012 - 6-2013
Lead Account Manager at Solium Capital
3-2011 - 5-2012
Account Representative at SVB Financial Group

Education

2003 - 2007
B.S. from University of San Francisco

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Director, Financial Reporting at Carta
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Insights For Selling To Jaron Watumull

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jaron Watumull is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jaron Watumull

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jaron Watumull move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jaron Watumull take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jaron Watumull

Personality Compatibility


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