Jeff Westsmith

Critic
DISC Type : C

Founding Partner at IEQ Capital

Menlo Park, California, United States

Overview

Jeff has no verified overview

Personality Overview

ROI Driven

Objective Thinker

Precise

They like to take decisions independently and do not seek others' support often.  They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

6-2019
Founding Partner at IEQ Capital
1-2013 - 5-2019
Managing Director at First Republic Private Wealth Management
5-2008 - 3-2014
Vice President at Luminous Capital
5-2006 - 5-2008
Associate at Merrill Lynch
7-2005 - 5-2006
Financial Representative at Fidelity Investments

Education

BA from UCLA

More Information

Social Presence :

Prographics :

Exp : 20 Location : Menlo Park, California, United States Job Level : N/A Designation : Founding Partner at IEQ Capital
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jeff

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jeff take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jeff

Personality Compatibility


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