Joe M.

Examiner
DISC Type : cs

Chief Operating Officer at Concurrent

Mount Pleasant, South Carolina, United States

Overview

Joe M. is the Chief Operating Officer at Concurrent, leveraging extensive experience from founding Imprint Wealth and Ascend Consulting. Colleagues describe him as a consummate professional with strong interpersonal skills and a tireless work ethic. He holds a Certificate in Blockchain and Digital Assets.

Fueled by an adventurous spirit, Joe is passionate about personal growth and endurance challenges. He actively participates in Ironman races, drawing parallels between the resilience required in racing and the journey of life. He enjoys exploring themes of leadership, purpose, and overcoming setbacks outside of his professional role.

He hosts a podcast called "What Is Your Mountain? " where he discusses what Ironman racing teaches about business and resilience.

Personality Overview

Status Quo Seeker

Unexpressive

Process Oriented

They are always well-planned and adopt a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Leadership & Growth
His personal mantra is empowering individuals to thrive. He frequently posts about leadership, purpose, and consistent growth, connecting these themes to his professional and personal life.
Endurance Sports
He is an Ironman competitor and uses the experience to discuss resilience, handling setbacks, and embracing discomfort in his "What Is Your Mountain? " podcast.
Business Development
As a founder of two companies and a former Managing Director, he has a deep background in sales leadership and building businesses from the ground up.

Media Appearances

Joe has no verified media appearances

Work History

5-2023
Chief Operating Officer at Concurrent
7-2022 - 2-2025
Founding Partner at Imprint Wealth
6-2017 - 2-2025
Founder at Ascend Consulting
6-2017 - 3-2018
Managing Director at Pacer ETFs
10-2015 - 6-2017
Managing Director at Morgan Creek Capital Management, LLC

Education

Education details unavailable from New York University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Mount Pleasant, South Carolina, United States Job Level : Leadership Designation : Chief Operating Officer at Concurrent
URL has been copied!

Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Joe

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Joe move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Joe take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Joe

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.