Jason Mingelgreen, CFA®

Examiner
DISC Type : cs

Private Advisor - Senior Vice President at Rockefeller Capital Management

New York, New York, United States

Overview

Jason has no verified overview

Personality Overview

Unexpressive

Status Quo Seeker

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

2-2025
Private Advisor - Senior Vice President at Rockefeller Capital Management
12-2015 - 2-2025
Director/Investments - Stifel at Stifel Financial Corp.
4-2012 - 12-2015
Vice President at Barclays Wealth and Investment Management, Americas
5-2010 - 4-2012
Vice President - Investment Strategy Group at Neuberger Berman
4-2007 - 9-2008
Investment Analyst - Associate at Lehman Brothers

Education

2000 - 2004
Education details unavailable from Syracuse University

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York, New York, United States Job Level : Leadership Designation : Private Advisor - Senior Vice President at Rockefeller Capital Management
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jason

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jason take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jason

Personality Compatibility


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