Jeff Goll, CFA

Examiner
DISC Type : cs

Managing Director, Head of Capital Markets at Hillpointe

Winter Park, Florida, United States

Overview

Jeff has no verified overview

Personality Overview

Late Adopter

Overcautious

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

6-2019
Managing Director, Head of Capital Markets at Hillpointe
7-2013 - 6-2019
Marketing / Client Service at DePrince, Race & Zollo, Inc.
6-2005 - 6-2013
Vice President, Institutional Equity Research Sales at FBR

Education

2001 - 2005
BS from Tulane University - A.B. Freeman School of Business

More Information

Social Presence :

Prographics :

Exp : 20 Location : Winter Park, Florida, United States Job Level : Mid-senior Designation : Managing Director, Head of Capital Markets at Hillpointe
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jeff

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jeff take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jeff

Personality Compatibility


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