Jason Haviland, CFA

Galvanizer
DISC Type : Id

Senior Partner and COO at Cottage Street Advisors

Nashua, New Hampshire, United States

Overview

Jason has no verified overview

Personality Overview

Persuader

Pragmatic

Self-Assured

They do not mind taking risks and can make hard decisions, if necessary.  They respond better to a combination of speed and relationship. They like to keep things under control.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

1-2018
Senior Partner and COO at Cottage Street Advisors
1-2016 - 1-2018
President and Wealth Collaborator at Cottage Street Advisors
7-2003 - 1-2016
Vice President at Fidelity Investments
6-2001 - 7-2003
Director at Fidelity Investments
6-1998 - 5-2001
Senior Development Manager at Fidelity Investments

Education

1989 - 1993
Economics from University of Michigan
1998 - 2000
MBA from Boston College Carroll School of Management

More Information

Social Presence :

Prographics :

Exp : 29 Location : Nashua, New Hampshire, United States Job Level : Leadership Designation : Senior Partner and COO at Cottage Street Advisors
URL has been copied!

Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Appeal to their sense of self-worth and how they will impact their organization
  • Focus on building a relationship, it can play a key role in their decision making
  • Take a friendly, informal yet confident approach while pitching

DONT's

  • Don’t be excessively objective, focus on building a story first
  • Don’t make promises that are hard to keep
  • Don’t rely too much on what they promise, make your own deductions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jason

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Jason take some risk or not?

  • They can take risks if necessary.

You And Jason

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.