Jeff Meshberg

Energizer
DISC Type : I

Wealth Management Americas Divisional Information Security Officer and Head of Record Management at UBS

New York City Metropolitan Area, United States

Overview

Jeff has no verified overview

Personality Overview

Informal

Enthusiastic

Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

10-2021
Wealth Management Americas Divisional Information Security Officer and Head of Record Management at UBS
8-2016 - 10-2021
Chief Data Officer Wealth Management Americas at UBS
1-2015 - 7-2016
Vice President and Head of Global Financial Planning and Analysis at AIG
9-2013 - 12-2014
Vice President and Head of FP+A and CCAR Reporting at AIG
6-2012 - 9-2013
Vice President, Chief Accounting Officer and Head of Global Accounting Policy at AIG

Education

BBA in Public Accounting from Pace University-Pleasantville/Briarcliff Campus

More Information

Social Presence :

Prographics :

Exp : 41 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Wealth Management Americas Divisional Information Security Officer and Head of Record Management at UBS
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jeff

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jeff take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jeff

Personality Compatibility


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