Jeff O. in

Jeff O.

Researcher · DISC type Cs
VP of Finance & Strategy at Philz Coffee
📍 San Diego, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
20 Years
Current Role
VP of Finance & Strategy
Job Level
Senior
Location
San Diego, California, United States
Personality Overview

How Jeff shows up

Soft Communicator
Process Focused
Detail Oriented

They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Jeff cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2021
VP of Finance & Strategy
Philz Coffee
4-2021 - 10-2021
Management Consultant
Self-Employed
8-2017 - 3-2021
Chief Operating Officer
Direct Access Capital
6-2010 - 8-2017
Real Estate Development Manager
FedEx Office
10-2008 - 5-2010
Sr. Associate, Special Projects
FedEx Office
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2017
Master of Business Administration (MBA)
Southern Methodist University
Bachelor of Business Administration
University of Oklahoma
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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