Jeffrey Morahan, EMBA

Examiner
DISC Type : cs

Managing Director at Fortune 8 Capital

Montreal, Quebec, Canada

Overview

Jeffrey has no verified overview

Personality Overview

Late Adopter

Process Oriented

Overcautious

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

11-2022
Managing Director at Fortune 8 Capital
7-2024
Chief Operating Officer at Dable Advisory and Consulting Services
4-2022 - 6-2022
Vice President of Finance at JS Group
6-2019 - 3-2022
Director of Accounting & Finance at Birkenstock USA, LP
6-2017 - 5-2019
Corporate Controller at Energy Transportation Group

Education

Executive MBA from Quantic School of Business and Technology
Bachelor of Commerce (B.Com.) from Concordia University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Montreal, Quebec, Canada Job Level : Mid-senior Designation : Managing Director at Fortune 8 Capital
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jeffrey

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jeffrey take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jeffrey

Personality Compatibility


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