Jennifer Golec

Collaborator
DISC Type : is

Vice President - Digital Platform Strategy at Morgan Stanley

New York City Metropolitan Area, United States

Overview

Jennifer Golec is the Vice President of Digital Platform Strategy at Morgan Stanley, where she focuses on developing digital capabilities. Leveraging her MBA from the New York Institute of Technology, she has extensive experience in strategic data initiatives, process re-engineering, project management, and data governance.

A unique accomplishment in her career was providing thought-provoking fund analysis for senior management by leveraging an internally designed and implemented data warehouse.

Personality Overview

Example Driven

Consensus Builder

Fair-minded

Scenarios where both sides can come out as winners appeal to them greatly.  They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Digital Platform Strategy
Her current role as Vice President is centered on creating and implementing digital platform strategies at Morgan Stanley.
Data Governance
She has significant experience leading strategic data initiatives and implementing robust data governance frameworks in past roles.
Process Re-engineering
Her background includes process re-engineering for Investment Management, showcasing her focus on operational efficiency.

Media Appearances

Jennifer has no verified media appearances

Work History

9-2021
Vice President - Digital Platform Strategy at Morgan Stanley
9-2016 - 9-2021
Vice President - Strategic Data Initiatives and Data Governance at Morgan Stanley
12-2009 - 9-2016
Vice President - Morgan Stanley Investment Management at Morgan Stanley

Education

2003 - 2005
MBA from New York Institute of Technology
1994 - 1998
B.Sc from Salve Regina University

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President - Digital Platform Strategy at Morgan Stanley
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • When asking them questions, sound relatable and informal
  • Summarize the key points at the end of the conversation
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Jennifer

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Jennifer take some risk or not?

  • They probably won’t put a lot at risk.

You And Jennifer

Personality Compatibility


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