Jerry J.

Observer
DISC Type : ic

Retired and Loving It! at Formerly Piper Sandler

St Paul, Minnesota, United States

Overview

Jerry has no verified overview

Personality Overview

Assertive

Value Driven

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Jerry has no verified topics they care about

Media Appearances

Jerry has no verified media appearances

Work History

1-2021
Retired and Loving It! at Formerly Piper Sandler
4-2013 - 1-2021
Principal at Piper Jaffray
Managing Director at Stifel Nicolaus
Senior Fixed Income Trader at AXA Investment Managers

Education

Chartered Financial Analyst from CFA Institute
1980 - 1983
MBA from UMN Carlson School of Management

More Information

Social Presence :

Prographics :

Exp : 13 Location : St Paul, Minnesota, United States Job Level : Mid-senior Designation : Retired and Loving It! at Formerly Piper Sandler
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Insights For Selling To Jerry

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jerry is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jerry

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Jerry move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Jerry take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Jerry

Personality Compatibility


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