Jessie Peng, CFA

Sharpshooter
DISC Type : CD

Treasury Cash and Investment at Bio-Rad Laboratories

Pleasanton, California, United States

Overview

Jessie has no verified overview

Personality Overview

Precise But Practical

Fast But Analytical

Thorough Evaluator

They respond well to strong and respectful communication.  They prefer to move quickly, and expect the same from others. They are less concerned about the product and more about its potential impact.

Topics They Care About

Jessie has no verified topics they care about

Media Appearances

Jessie has no verified media appearances

Work History

10-2024 - 10-2025
Treasury Cash and Investment at Bio-Rad Laboratories
7-2022 - 10-2024
Senior Treasury Manager at 6sense
12-2021 - 7-2022
Director of Treasury at The Parent Company
2-2021 - 12-2021
Treasury Capital Market at TriNet
10-2018 - 2-2021
Treasury at Blackhawk Network

Education

Master of Business Administration (MBA) from University of California, Davis - Graduate School of Management
Master of Science (MS) from California State University - East Bay

More Information

Social Presence :

Prographics :

Exp : 7 Location : Pleasanton, California, United States Job Level : N/A Designation : Treasury Cash and Investment at Bio-Rad Laboratories
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Insights For Selling To Jessie

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Be respectful but crisp
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Do not spend too much time focusing on product tech or features
  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessie is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jessie

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Jessie move?

  • If convinced, they can reach decisions quite fast.
  • Can Jessie take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Jessie

Personality Compatibility


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