Jon Winegrad

Evaluator
DISC Type : csd

SVP, Program Manager, Columbia Wealth Advisors, Wealth Executive, RJFS at Columbia Bank

Montgomery, Texas, United States

Overview

Jon has no verified overview

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Jon has no verified topics they care about

Media Appearances

Jon has no verified media appearances

Work History

6-2025
SVP, Program Manager, Columbia Wealth Advisors, Wealth Executive, RJFS at Columbia Bank
5-2018 - 8-2025
Senior Vice President, Wealth Executive at Umpqua Bank
4-2018 - 8-2025
Senior Vice President, Sales Manager at Columbia Wealth Advisors at Umpqua Bank
5-2018 - 10-2023
Wealth Manager at Columbia Bank
5-2018 - 5-2018
Vice President, Wealth Manager at CB Financial Services at Columbia Bank

Education

1980 - 1984
Bachelor of Science - BS from University of Massachusetts Amherst
1986 - 1988
Master of Business Administration - MBA from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 7 Location : Montgomery, Texas, United States Job Level : Leadership Designation : SVP, Program Manager, Columbia Wealth Advisors, Wealth Executive, RJFS at Columbia Bank
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jon

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jon take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jon

Personality Compatibility


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