Jim Rao, CFA in

Jim Rao, CFA

Energizer · DISC type I
Associate Director, Tax Solutions Sales Specialist at S&P Global
📍 Kings Park, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
1 Years
Current Role
Associate Director, Tax Solutions Sales Specialist
Job Level
Mid-senior
Location
Kings Park, New York, United States
Personality Overview

How Jim shows up

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.

Priorities

Topics Jim cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

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

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
M.B.A. in Banking and Finance
Hofstra University
B.S. (dual major) - Finance & Management
Long Island University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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