Jathan Segur

Doer
DISC Type : sd

Executive Vice President, Director of Corporate Marketing and Premier Wealth Management at California Bank & Trust

San Diego County, California, United States

Overview

Jathan has no verified overview

Personality Overview

Fast-paced

Deliberate Doer

Risk-Accepting

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Jathan has no verified topics they care about

Media Appearances

Jathan has no verified media appearances

Work History

11-2015
Executive Vice President, Director of Corporate Marketing and Premier Wealth Management at California Bank & Trust
5-2014 - 11-2015
Executive Vice President, Director of Wealth Strategies at National Bank of Arizona
12-2006 - 5-2014
Senior Vice President, Sales and Marketing at National Bank of Arizona
1-2007 - 12-2009
Director of Business and Specialty Banking at National Bank of Arizona

Education

8-2008 - 8-2010
Executive Leadership from Pacific Coast Banking School

More Information

Social Presence :

Prographics :

Exp : 14 Location : San Diego County, California, United States Job Level : Leadership Designation : Executive Vice President, Director of Corporate Marketing and Premier Wealth Management at California Bank & Trust
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Insights For Selling To Jathan

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jathan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jathan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jathan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jathan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jathan

Personality Compatibility


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