Jason Jones

Wildcard
DISC Type : csi

President at Rosehill Advisory

Cleveland, Ohio, United States

Overview

Jason Jones is the President of Rosehill Advisory, a firm he founded to guide companies on driving ROI across the deal lifecycle. His expertise is built on a strong foundation in data, analytics, and management consulting from his time at Cohen & Company and EY. He holds an MBA from John Carroll University.

He maintains a keen interest in the broader management consulting landscape, closely following major industry players like Accenture and Deloitte to stay abreast of emerging trends and competitive strategies.

After many rewarding years at established firms, he took the entrepreneurial step to launch his own advisory company in 2024.

Personality Overview

Requires Proof

Curious But Skeptical

Friendly But Slow

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Deal Lifecycle ROI
He founded Rosehill Advisory to partner with companies across the deal lifecycle, focusing on diligence, integration planning, and value creation.
BOI Reporting
He has authored and shared multiple blogs and updates in 2024 regarding the new Beneficial Ownership Information (BOI) reporting requirements.
Data & Analytics
His background includes roles specifically in Data & Analytics at EY and KeyBank, and a recommendation highlights that he "truly understands" the field.

Media Appearances

Jason has no verified media appearances

Work History

9-2025
President at Rosehill Advisory
5-2021 - 8-2025
Senior Manager, Management Consulting at Cohen & Company
10-2019 - 5-2021
Manager, Financial Accounting Advisory Services - Data & Analytics at EY
1-2019 - 9-2019
Sr. Consultant, Financial Accounting Advisory Services - Data & Analytics at EY
8-2016 - 12-2018
Sr. Quant/Modeling Associate - Model Implementation & Risk Architecture at KeyBank

Education

Bachelor of Science (BS) from Miami University
Master of Business Administration (M.B.A.) from John Carroll University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Cleveland, Ohio, United States Job Level : N/A Designation : President at Rosehill Advisory
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jason

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jason take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jason

Personality Compatibility


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