Jeff Baum

Collaborator
DISC Type : si

Head of Equity Capital Markets at Harborview Capital Partners

Miami-Fort Lauderdale Area, United States

Overview

Jeff has no verified overview

Personality Overview

Appreciative

Consensus Builder

Good Listener

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

5-2016 - 1-2023
Head of Equity Capital Markets at Harborview Capital Partners
1-2008
Managing Principal at Green Circle Capital Group
2003 - 2008
Senior Vice President - Mortgage Origination and Trading (Capital Markets) at SunTrust Robinson Humphrey

Education

8-1985 - 5-1988
BA from Yeshiva University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Miami-Fort Lauderdale Area, United States Job Level : N/A Designation : Head of Equity Capital Markets at Harborview Capital Partners
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Take time to make them feel comfortable before getting to the main pitch
  • Show them how they look good by making this decision
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Jeff

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Jeff take some risk or not?

  • They are unlikely to take many risks.

You And Jeff

Personality Compatibility


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