Jay P. Woldar

Critic
DISC Type : C

Managing Director at 14th Degree Azimuth Advisory

Plainview, New York, United States

Overview

Jay has no verified overview

Personality Overview

ROI Driven

Objective Thinker

Critic

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Jay has no verified topics they care about

Media Appearances

Jay has no verified media appearances

Work History

1-2025
Managing Director at 14th Degree Azimuth Advisory
2-2024 - 1-2025
Managing Director - Lending at Evalueserve
6-2019 - 2-2024
Director - Banking and Financial Services at ISG (Information Services Group)
3-2018 - 6-2019
Chief Sales Officer at Serrala
12-2016 - 2-2018
Regional Sales Manager - Lending - Americas at Finastra

Education

BA from Colgate University
MBA from Fordham Gabelli School of Business

More Information

Social Presence :

Prographics :

Exp : 42 Location : Plainview, New York, United States Job Level : Mid-senior Designation : Managing Director at 14th Degree Azimuth Advisory

Interested in

Sports

Rugby, Lacrosse

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Insights For Selling To Jay P.

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jay P. is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Jay P.

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Jay P. move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jay P. take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jay P.

Personality Compatibility


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