Jessie Kuong

Energizer
DISC Type : I

Tax and Financial Planning at Raymond James Ltd.

Scarborough, Ontario, Canada

Overview

Jessie has no verified overview

Personality Overview

Believer

Relationship Oriented

Big Picture Person

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Jessie has no verified topics they care about

Media Appearances

Jessie has no verified media appearances

Work History

1-2026
Tax and Financial Planning at Raymond James Ltd.
8-2025
Board of Directors at Accounting and Finance Student Association
1-2025 - 5-2025
Junior Staff Accountant at Kelday & Company Professional Corporation
9-2024 - 8-2025
Vice President of Marketing at Accounting and Finance Student Association
1-2024 - 1-2026
Director of Public Relations at UWBoBaTime

Education

Bachelor of Accounting & Finance from University of Waterloo
2019 - 2023
Education details unavailable from Agincourt Collegiate Institute

More Information

Social Presence :

Prographics :

Exp : 2 Location : Scarborough, Ontario, Canada Job Level : N/A Designation : Tax and Financial Planning at Raymond James Ltd.
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Insights For Selling To Jessie

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jessie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jessie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jessie take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jessie

Personality Compatibility


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