Jason Scheffler, CSCP, CSOP

Examiner
DISC Type : cs

Senior Managing Director, Chief Operating Officer and Chief Compliance Officer at Dolan McEniry Capital Management, LLC

Greater Chicago Area, United States

Overview

Jason Scheffler is a senior investment professional with over 20 years of experience, recently serving as the Senior Managing Director, COO, and CCO at Dolan McEniry Capital Management. An alumnus of the Gies College of Business, he specializes in fixed income, credit analysis, and operational efficiency.

After a long and successful tenure leading operations and compliance, he recently announced his departure from Dolan McEniry. This signals a new chapter in his career, making it a pivotal time for him professionally as he explores new opportunities.

His dual certification as a Certified Securities Compliance Professional (CSCP) and a Certified Securities Operations Professional (CSOP) highlights his deep, specialized expertise.

Personality Overview

Process Oriented

Late Adopter

Status Quo Seeker

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Investment Operations
With over 20 years in the field and a CSOP certification, he has extensive experience managing the investment cycle and implementing efficiency-focused systems.
Securities Compliance
As a long-time Chief Compliance Officer and a Certified Securities Compliance Professional (CSCP), he has proven leadership in regulatory adherence and procedure implementation.
Career Transitions
He recently announced he is moving on from his senior leadership roles at Dolan McEniry, indicating he is actively navigating a significant professional change.

Media Appearances

Jason has no verified media appearances

Work History

4-2004 - 11-2024
Senior Managing Director, Chief Operating Officer and Chief Compliance Officer at Dolan McEniry Capital Management, LLC
3-2003 - 8-2003
Broker Associate at Tenco, Inc. - Chicago Board of Trade
3-2001 - 11-2002
Trader Associate at Rathunas/DHK Trading, Inc. - Chicago Board Options Exchange

Education

1996 - 2000
Bachelor of Science from Gies College of Business - University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 22 Location : Greater Chicago Area, United States Job Level : N/A Designation : Senior Managing Director, Chief Operating Officer and Chief Compliance Officer at Dolan McEniry Capital Management, LLC
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • 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 don’t say no often, they push out the decisions or keep going around in circles.

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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