Jim Warren

Observer
DISC Type : ic

Senior Executive Vice President - Transformation Office at The Citco Group Limited

Greater Philadelphia, United States

Overview

Jim has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

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. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

10-2025
Senior Executive Vice President - Transformation Office at The Citco Group Limited
1-2025 - 10-2025
Independent Consultant at Self-employed
11-2022 - 12-2024
Chief Operating Officer at FIDx
3-2021 - 4-2022
Chief Operating Officer at Clark Capital Management Group
2-2020
Independent Trustee at The Conestoga Funds

Education

1987 - 1991
Business & Computer Science from Gettysburg College
1993 - 1997
MBA from Villanova University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Greater Philadelphia, United States Job Level : Leadership Designation : Senior Executive Vice President - Transformation Office at The Citco Group Limited
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Help them understand the risk aspect fully while inspiring confidence
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jim

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

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Jim take some risk or not?

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

You And Jim

Personality Compatibility


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