Jenna Taylor, CPA

Examiner
DISC Type : cs

Partner at Deloitte

San Francisco, California, United States

Overview

Jenna Taylor is an Audit and Assurance Partner at Deloitte specializing in consumer and technology industries. A Certified Public Accountant from Sonoma State University, she guides companies from early-stage to public registrants through complex transactions like IPOs and spin-offs, driven by a passion for developing high-performing teams.

Jenna was recently admitted to Deloittes partnership, a significant milestone in her career journey with the firm.

Personality Overview

Late Adopter

Unexpressive

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Navigating IPOs
She has deep experience helping pre-IPO companies navigate the complex journey of going public and has promoted educational events on the topic.
ESG & Climate Risk
She shares content regarding SEC proposals on climate and sustainability disclosures, indicating an interest in this evolving area of corporate responsibility.
Complex Transactions
Her expertise lies in assisting clients with challenging financial events, including initial public offerings and corporate spin-offs.

Media Appearances

Jenna has no verified media appearances

Work History

8-2009
Partner at Deloitte

Education

2004 - 2008
BS Business Accounting from Sonoma State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Francisco, California, United States Job Level : N/A Designation : Partner at Deloitte
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Insights For Selling To Jenna

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jenna is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jenna

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jenna move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jenna take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jenna

Personality Compatibility


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