Jeffrey F. Jeznach

Enthusiast
DISC Type : i

Head of Strategic Clients & Investment Management Consultants - Private Wealth Management at Fidelity Investments

Boston, Massachusetts, United States

Overview

Jeffrey Jeznach is a seasoned wealth management executive with over two decades at Fidelity Investments. As Head of Strategic Clients, he leads the firms wealth management strategy across the U. S. He previously managed the New England region, overseeing $110B in assets. He holds a Bachelor of Arts from Clark University.

Jeffrey is actively involved in philanthropy, with a focus on childrens causes. He has served as a Director for the Make-A-Wish Foundation of Massachusetts and Rhode Island and has a history of supporting organizations like the Massachusetts Society for the Prevention of Cruelty to Children (MSPCC).

Unique fact: In a prior role, he managed Fidelitys entire New England marketplace, which included 11 offices, 240 employees, and more than $110 billion in assets under administration.

Personality Overview

Non-Confrontational

Amiable & Agreeable

Optimistic

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

Topics They Care About

Wealth Management
He is responsible for the development and execution of Fidelity's wealth management strategy across the United States.
Team Leadership
Has a recognized strength for building and managing successful teams, having previously overseen 240 employees in the New England region.
Child Welfare
He has served as a Director for the Make-A-Wish Foundation and supported the Massachusetts Society for the Prevention of Cruelty to Children.

Media Appearances

Jeffrey has no verified media appearances

Work History

11-2011
Head of Strategic Clients & Investment Management Consultants - Private Wealth Management at Fidelity Investments
8-2000 - 3-2009
Senior Vice President at Fidelity Investments

Education

1982 - 1986
Bachelor of Arts (BA) from Clark University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Head of Strategic Clients & Investment Management Consultants - Private Wealth Management at Fidelity Investments
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Insights For Selling To Jeffrey F.

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey F. is

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

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Jeffrey F. move?

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

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

You And Jeffrey F.

Personality Compatibility


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