Jon Williams

Observer
DISC Type : ci

Head of Product at WealthPlus

New York City Metropolitan Area, United States

Overview

Jon has no verified overview

Personality Overview

Curious

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Jon has no verified topics they care about

Media Appearances

Jon has no verified media appearances

Work History

10-2024
Head of Product at WealthPlus
3-2022 - 7-2023
SVP Sales & Business Development Capital Markets at FINCAD
8-2019 - 3-2021
Global Head of Fixed Income at Refinitiv
9-2017 - 12-2018
Global Head of Partners at Symphony.com
6-2004 - 9-2016
Managing Director - Head of U.S. Market Operations at TradeWeb LLC

Education

Education details unavailable from FINRA Licenses
Bachelor’s Degree from Kenyon College

More Information

Social Presence :

Prographics :

Exp : N/A Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Head of Product at WealthPlus
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Ask them questions to understand their needs better while staying affable
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jon

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They like to analyze well and then make their decisions.
  • Can Jon take some risk or not?

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

You And Jon

Personality Compatibility


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