Jeffrey Kay

Visionary
DISC Type : Ds

Chief Marketing Officer at Safe Harbor Financial (Nasdaq: SHFS)

New York City Metropolitan Area, United States

Overview

Jeffrey has no verified overview

Personality Overview

Risk Tolerant

Direct & Assertive

Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

10-2025
Chief Marketing Officer at Safe Harbor Financial (Nasdaq: SHFS)
4-2025 - 10-2025
SVP Marketing at Safe Harbor Financial (Nasdaq: SHFS)
9-2024 - 3-2025
CMO at 42 Degrees
9-2024 - 3-2025
CMO at Fresh Coast
8-2023 - 4-2025
Chief Marketing Officer at Phoenix Cannabis Co.

Education

Bachelor of Science - BS from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Marketing Officer at Safe Harbor Financial (Nasdaq: SHFS)
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jeffrey

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jeffrey take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jeffrey

Personality Compatibility


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