Jeff Poe

Evaluator
DISC Type : Scd

Chief Human Resources Officer at Mariner

Kansas City Metropolitan Area, United States

Overview

Jeff Poe is the Chief Financial Officer at Mariner Wealth Advisors, leveraging his expertise as a finance expert to guide the firms growth. His background includes a Master of Accountancy from Truman State University and a key role in raising capital for Mariners significant acquisition strategy. He is an award-winning executive, named CFO of the Year.

Growing up in Kirksville, Missouri, Jeffs values were shaped by his community and his first job at his fathers pharmacy. He was active in the Boy Scouts and learned about responsibility and commitment from local business leaders. He finds his greatest joy in watching others develop and succeed.

He learned the value of business networking at his fathers drug-store soda fountain, a popular gathering spot for local business figures in his hometown.

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Capital Raising
As CFO, his primary role is to raise capital for Mariner Wealth Advisors' vigorous and ongoing acquisition strategy, helping the firm expand nationally.
Corporate Finance
As an award-winning CFO for a firm with over $100 billion in AUA, he has deep expertise in managing the financial operations of a fast-growing national advisory.
Developing Talent
He has stated that in the second half of his career, his greatest joy comes from watching others develop and having a positive influence on their growth.

Media Appearances

Jeff has no verified media appearances

Work History

1-2025
Chief Human Resources Officer at Mariner
9-2023 - 12-2024
C-Suite Advisor and Consultant at Self-employed
10-2021 - 8-2023
Chief People Officer at Care Access
5-2019 - 10-2021
CHRO at E*TRADE Financial Corporation
8-2017
Chief Financial Officer at Mariner Wealth Advisors

Education

Masters of Accountancy from Truman State University
Bachelor of Arts - Finance from Truman State University
1999 - 2001
MBA from University of Maryland - Robert H. Smith School of Business
Education details unavailable from University of Maryland - Robert H. Smith School of Business

More Information

Social Presence :

Prographics :

Exp : 33 Location : Kansas City Metropolitan Area, United States Job Level : Leadership Designation : Chief Human Resources Officer at Mariner
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jeff

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jeff take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jeff

Personality Compatibility


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