Jason Luna, Esq, CRCM

Questioner
DISC Type : c

Compliance Lead at Slope

Salt Lake City Metropolitan Area, United States

Overview

Jason has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

1-2025
Compliance Lead at Slope
1-2021 - 1-2025
Compliance Program Manager at Square
4-2019 - 1-2021
Compliance Officer AML/Ops/Privacy (testing) at Zions Bancorporation
10-2017 - 4-2019
Compliance Analyst at FinWise Bank
7-2015 - 2-2016
In House Attorney - Compliance Analyst at Progressive Leasing

Education

2008 - 2011
JD from University of St. Thomas School of Law
2006 - 2008
BS from University of Utah

More Information

Social Presence :

Prographics :

Exp : N/A Location : Salt Lake City Metropolitan Area, United States Job Level : N/A Designation : Compliance Lead at Slope
URL has been copied!

Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jason

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jason take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jason

Personality Compatibility


Other Slope Employees

Explore more public profiles from related professionals at the same organization.

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.