Jimmy Kuo, CPA, MBA

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DISC Type : ic

Financial Power Trader Sr. at CPS Energy

San Antonio, Texas, United States

Overview

Jimmy Kuo is a Senior Financial Power Trader at CPS Energy, holding a CPA license and a Masters degree from The University of Texas at San Antonio. He has extensive experience in designing enterprise-level fuel hedging strategies, financial analysis, and managing significant market risk.

He managed a fuel hedging book with a market value north of $120 million in a previous role.

Personality Overview

Value Driven

Example Seeker

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 are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Energy Hedging
His career at CPS Energy has focused on designing and managing enterprise-level fuel hedging strategies and overseeing market and transaction risks.
Financial Reporting
As a CPA, he has led research on GASB standards, prepared financial statements for annual audits, and created white papers for accounting VPs.
Tax & Compliance
His background includes preparing federal and state tax returns for C Corps and S Corps, and researching complex tax adjustments and loss limitations.

Media Appearances

Jimmy has no verified media appearances

Work History

12-2025
Financial Power Trader Sr. at CPS Energy
3-2023 - 12-2025
Manager Energy Market Hedging & Credit Oversight at CPS Energy
2-2019 - 2-2023
Senior Financial Analyst (IV) at CPS Energy
12-2017 - 2-2019
Senior Financial Analyst (III) at CPS Energy
9-2015 - 5-2017
Senior Accountant at Asel & Associates, PLLC

Education

2010 - 2012
Master's Degree from The University of Texas at San Antonio
2007 - 2009
Master from The University of Texas at San Antonio

More Information

Social Presence :

Prographics :

Exp : 15 Location : San Antonio, Texas, United States Job Level : N/A Designation : Financial Power Trader Sr. at CPS Energy
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Insights For Selling To Jimmy

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Share testimonials from known people and give multiple examples of product value
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jimmy is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Jimmy

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

Insights For Deal Planning

    How fast (or slow) will Jimmy move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jimmy take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Jimmy

Personality Compatibility


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