Jay Serpe

Inspirer
DISC Type : id

Managing Director, Global Head of Alternative Investment Strategy & Business Development at J.P. Morgan Private Bank

New York City Metropolitan Area, United States

Overview

Jay has no verified overview

Personality Overview

Decisive

Fast Adopter

Confident & Optimistic

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Jay has no verified topics they care about

Media Appearances

Jay has no verified media appearances

Work History

9-2022
Managing Director, Global Head of Alternative Investment Strategy & Business Development at J.P. Morgan Private Bank
1-2019 - 8-2022
Co-Head of U.S. Alternative Investments Group at J.P. Morgan Private Bank
5-2017 - 12-2018
Senior Alternative Investment Specialist at J.P. Morgan Private Bank
6-2008 - 6-2009
Princeton in Asia Fellowship - Singapore Ministry of Education at Princeton in Asia
6-2007 - 8-2007
Equity Research Intern at Thomas Weisel Partners

Education

AB from Princeton University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director, Global Head of Alternative Investment Strategy & Business Development at J.P. Morgan Private Bank
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Insights For Selling To Jay

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Look like someone who is on top of their game
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jay is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Jay

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Jay move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Jay take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Jay

Personality Compatibility


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