Jo Anne Lee

Energizer
DISC Type : I

Risk Management at Cisco

San Francisco, California, United States

Overview

Jo Anne is a results-oriented business leader with over 20 years of international experience spanning Fortune 500 companies like Cisco and Logitech to startups. She is an unconventional strategist with deep expertise in operational solutions and financial foundations, holding an MBA from SDA Bocconi. People often describe her as a strategic thinker and an effective leader.

She is a dedicated coach and mentor, passionate about building strong, collaborative teams and fostering an environment of high performance and enjoyment. Her experience includes building entire finance and accounting departments from the ground up at multiple organizations.

Unique fact: Jo Anne has significant experience in M&A, having led the divestiture of Motorola during her time as a consultant for Google.

Personality Overview

Believer

Full Of Energy

Imaginative

They excel at seeing the bigger picture, and the long-term impact of their decisions.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Organizational Transformation
Her background includes leading organizational transformation and rebuilding finance departments at Logitech and building teams from scratch at two different companies.
Startup Finance
Served as CFO for two startups, Aditazz Inc. and AnitaB. org, where she built the finance, accounting, and legal functions from the ground up.
Risk Management
Currently works in Risk Management at Cisco and previously launched a risk management program for a major client while consulting.

Media Appearances

Jo has no verified media appearances

Work History

11-2022
Risk Management at Cisco
1-2014 - 2-2022
Management Consulting at Independent Consultant
3-2019 - 8-2020
CFO at AnitaB.org
7-2017 - 6-2018
CFO at Aditazz Inc.
2-2012 - 6-2013
Sr. Director, Worldwide Operations Finance at Logitech

Education

MBA from SDA Bocconi
Bachelor of Arts from Northwestern University

More Information

Social Presence :

Prographics :

Exp : 10 Location : San Francisco, California, United States Job Level : N/A Designation : Risk Management at Cisco
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Insights For Selling To Jo Anne

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jo Anne is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jo Anne

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jo Anne move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jo Anne take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Jo Anne

Personality Compatibility


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