Jennifer Bernstein

Questioner
DISC Type : c

Regional Banking Director | Goldman Sachs Private Bank Select at Goldman Sachs

Rockville, Maryland, United States

Overview

Jennifer has no verified overview

Personality Overview

Cautious & Analytical

Not Easily Convinced

Systematic

It is quite likely of them to ask for pricing or other concessions.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Jennifer has no verified topics they care about

Media Appearances

Jennifer has no verified media appearances

Work History

5-2018
Regional Banking Director | Goldman Sachs Private Bank Select at Goldman Sachs
6-1999 - 9-2001
AVP, Associate Finance Manager at Merrill Lynch
9-1997 - 5-2018
Director, Global Commercial Banking, Enterprise Client Coverage at Merrill Lynch
VP Finance at Merrill Lynch

Education

1993 - 1997
Bachelor of Science from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 11 Location : Rockville, Maryland, United States Job Level : Mid-senior Designation : Regional Banking Director | Goldman Sachs Private Bank Select at Goldman Sachs
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jennifer

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jennifer take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jennifer

Personality Compatibility


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