Jason Vaitukaitis

Examiner
DISC Type : cs

SVP, Senior Investment Strategist at Wells Fargo

New York, New York, United States

Overview

Jason is an Executive Director and Senior Investment Strategist at Wells Fargo Private Bank. He is an experienced investment professional, specializing in managing multi-asset class portfolios for high-net-worth individuals, families, endowments, and foundations. He holds a Bachelor of Arts from Saint Anselm College.

Jason has demonstrated a commitment to community involvement through his support of various non-profit organizations. His philanthropic activities include contributions to Kids In Crisis, the YWCA of Northern New Jersey, and the Wakeman Boys & Girls Club, focusing on youth and community welfare.

He consistently gives public recognition and kudos to his colleagues, highlighting their contributions and emphasizing a collaborative team environment.

Personality Overview

Unexpressive

Tough To Convince

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are thorough and always follow a systematic approach.

Topics They Care About

Investment Strategy
Serves as a Senior Investment Strategist at Wells Fargo, structuring customized investment portfolios to deliver optimal risk-adjusted returns for high-net-worth clients.
Wealth Management
Has an extensive career in wealth management and private banking, with senior roles at Wells Fargo, BNY Mellon, JPMorgan, and Citigroup.
Youth Services
Supports non-profit organizations focused on helping children and families, including Kids In Crisis and the Wakeman Boys & Girls Club.

Media Appearances

Jason has no verified media appearances

Work History

10-2017
SVP, Senior Investment Strategist at Wells Fargo
10-2006 - 10-2017
Vice President & Sr. Portfolio Manager at BNY Mellon Wealth Management
10-2017
Senior Portfolio Manager at BNY Mellon Wealth Management
10-2004 - 10-2006
Vice President & Portfolio Manager at Citigroup Asset Management
Vice President at JPMorgan Private Bank

Education

1994 - 1998
Bachelor of Arts from Saint Anselm College

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York, New York, United States Job Level : Leadership Designation : SVP, Senior Investment Strategist at Wells Fargo
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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
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • 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

  • Adoption by others is 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 don't like to hasten, so their speed of decision-making may be slow.
  • Can Jason take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jason

Personality Compatibility


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