Jessica Jones

Inquirer
DISC Type : dc

Director Of Operations, Shareholder at Accredited Investors Wealth Management®

Greater Minneapolis-St. Paul Area, United States

Overview

Jessica Jones is the Director of Operations and a Shareholder at Accredited Investors Wealth Management®. Her career shows a clear progression in financial services, starting as a Financial Advisor and later managing treasury projects at Wells Fargo before advancing into leadership. She holds both a Bachelors degree and an MBA from Hamline University.

As a Shareholder in her firm, Jessica holds a significant stake and leadership responsibility, reflecting her integral role in the companys success and strategic direction.

Personality Overview

Upfront

Judgemental

Demanding

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Wealth Management Operations
Has progressed from Operations Manager to Director of Operations at a wealth management firm, showcasing deep expertise in this area.
Corporate Treasury
Previously worked as a Project Implementation Consultant in Treasury Management at Wells Fargo, indicating experience with corporate financial systems.
Financial Advisory
Began her career as a Financial Advisor, giving her a strong foundation in client-side financial planning and services.

Media Appearances

Jessica Jones | Director of Operations - Accredited Investors. Featured in Accredited Investors Wealth Management®

See Now

Work History

4-2022
Director Of Operations, Shareholder at Accredited Investors Wealth Management®
11-2013 - 3-2017
Project Implementation Consultant- Treasury Management (Business Banking Group) at Wells Fargo
6-2012 - 6-2014
Financial Advisor at Minneapolis Financial Group
3-2022
Operations Manager at Accredited Investors Wealth Management®

Education

2014 - 2016
Master of Business Administration (M.B.A.) from Hamline University
2008 - 2012
Bachelor of Arts (B.A.) from Hamline University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Greater Minneapolis-St. Paul Area, United States Job Level : Mid-senior Designation : Director Of Operations, Shareholder at Accredited Investors Wealth Management®
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Insights For Selling To Jessica

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Refer to testimonials from others in similar positions
  • Be crisp while making the pitch

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessica is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jessica

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jessica move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jessica take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jessica

Personality Compatibility


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