Jim Rao, CFA

Energizer
DISC Type : I

Associate Director, Tax Solutions Sales Specialist at S&P Global

Kings Park, New York, United States

Overview

Jim has no verified overview

Personality Overview

Big Picture Person

Enthusiastic

Believer

They are always positive and upbeat, so take their promises with a pinch of salt.  They are friendly, approachable and love to make new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

2-2026
Associate Director, Tax Solutions Sales Specialist at S&P Global
7-2024 - 1-2026
Account Manager, Broker Dealers at LSEG (London Stock Exchange Group)
Manager, Eikon Insight & Analytics - Asset & Investment Management at LSEG Data & Analytics
Senior Product Specialist - Asset Management Products at Thomson Reuters
Senior Consultant at Thomson Reuters

Education

M.B.A. in Banking and Finance from Hofstra University
B.S. (dual major) - Finance & Management from Long Island University

More Information

Social Presence :

Prographics :

Exp : 1 Location : Kings Park, New York, United States Job Level : Mid-senior Designation : Associate Director, Tax Solutions Sales Specialist at S&P Global
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Share some stories about how you you have helped people in similar positions succeed
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid overloading them with too much detail
  • Avoid cutting into their flow
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jim

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jim take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Jim

Personality Compatibility


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