Jason Laitsch, CFA

Observer
DISC Type : ci

Senior Manager of Finance at Acorns

Milwaukee, Wisconsin, United States

Overview

Jason has no verified overview

Personality Overview

Assertive

Example Seeker

Curious

They are likely to ask many questions and look heavily for supporting information.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

3-2025
Senior Manager of Finance at Acorns
4-2023 - 3-2025
Financial Planning and Analysis Manager at Acorns
6-2021 - 4-2023
Sr. FP&A Analyst at Acorns
5-2022
Investor at Golden Angels Investors
3-2019 - 12-2020
Investment Banking Analyst at Cleary Gull Inc.

Education

2011 - 2016
Finance from University of Wisconsin-Milwaukee

More Information

Social Presence :

Prographics :

Exp : 10 Location : Milwaukee, Wisconsin, United States Job Level : Middle Designation : Senior Manager of Finance at Acorns
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Ask them questions to understand their needs better while staying affable
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Jason

  • They are practical and friendly, don't expect a clear-cut response often.

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 evaluate their decisions systematically and are less likely to take risks.

You And Jason

Personality Compatibility


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