Jeremy Bohne, CEPA

Critic
DISC Type : C

Financial Advisor | Founder at Paceline Wealth Management, LLC

Boston, Massachusetts, United States

Overview

Jeremy has no verified overview

Personality Overview

Objective Thinker

Critic

Precise

Unless the value is proven by data, they are unlikely to value fancy features.  They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Jeremy has no verified topics they care about

Media Appearances

Jeremy has no verified media appearances

Work History

10-2017
Financial Advisor | Founder at Paceline Wealth Management, LLC
4-2015 - 9-2016
Vice President, Global Corporate Credit at Brookfield Asset Management
8-2012 - 4-2015
Credit Analyst at Sun Life Investment Management
6-2011 - 8-2011
Intern at Pioneer Investments
7-2008 - 6-2010
Analyst, Insurance Practice at The Boston Consulting Group

Education

2010 - 2012
MBA from Cornell Johnson Graduate School of Management
2001 - 2005
B.S. from Bentley University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Financial Advisor | Founder at Paceline Wealth Management, LLC
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Insights For Selling To Jeremy

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeremy is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jeremy

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jeremy move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jeremy take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jeremy

Personality Compatibility


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