Jeff Raich

Enthusiast
DISC Type : i

Co-Founder and Executive Vice Chairman at Moelis & Company

Los Angeles, California, United States

Overview

Jeff has no verified overview

Personality Overview

Consensus Focused

Optimistic

Amiable & Agreeable

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

10-2025
Co-Founder and Executive Vice Chairman at Moelis & Company
7-2007 - 10-2025
Co-President and Co-Founder at Moelis & Company
3-2001 - 6-2007
Joint-Global Head of M&A at UBS
4-1996 - 2-2001
Head of West Coast Mergers and Acquisitions at Donaldson, Lufkin & Jenrette
8-1989 - 4-1996
Investment Banker at Paine Webber

Education

Bachelor of Science (B.S.) from University of Virginia

More Information

Social Presence :

Prographics :

Exp : 36 Location : Los Angeles, California, United States Job Level : Leadership Designation : Co-Founder and Executive Vice Chairman at Moelis & Company
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Jeff

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Jeff take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Jeff

Personality Compatibility


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