Jessica Revels

Observer
DISC Type : ic

Finance Senior Manager, Executive Director at Wells Fargo

Charlotte, North Carolina, United States

Overview

Jessica has no verified overview

Personality Overview

Example Seeker

Value Driven

Curious

They often ask many questions and rely heavily on information and documentation.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Jessica has no verified topics they care about

Media Appearances

Jessica has no verified media appearances

Work History

1-2026
Finance Senior Manager, Executive Director at Wells Fargo
2-2025 - 1-2026
SVP, Senior Finance Manager at Bank of America
1-2021 - 2-2025
Senior Vice President; Finance Manager at Bank of America
10-2017 - 1-2021
Vice President; Manager at Bank of America
9-2015 - 9-2017
Vice President; Senior Financial Analyst at Bank of America

Education

2007 - 2011
Bachelor of Science from Clemson University - College of Business and Behavioral Science

More Information

Social Presence :

Prographics :

Exp : 15 Location : Charlotte, North Carolina, United States Job Level : Senior Designation : Finance Senior Manager, Executive Director at Wells Fargo
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Insights For Selling To Jessica

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • 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 Jessica is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jessica move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jessica take some risk or not?

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

You And Jessica

Personality Compatibility


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