Jonathan Dudzinski, CFA

Questioner
DISC Type : c

Chief Executive Officer at The Olympia Group, LLC

Plymouth, Wisconsin, United States

Overview

Jonathan Dudzinski is the Chief Executive Officer of The Olympia Group, a boutique investment management firm. A Chartered Financial Analyst (CFA) and graduate of the University of Wisconsin–Oshkosh, his expertise in value investing is underpinned by his published research on Benjamin Grahams investment techniques, which appeared in the Journal of Investing.

Outside of finance, he is an active community leader and entrepreneur. He founded the UW-Oshkosh chapter of Be The Match to promote bone marrow donation, a cause he personally contributed to as a donor. He also co-founded Bee Bella, a mission-driven organic skincare company with products sold across the United States.

He is the recipient of numerous accolades, including Oshkoshs "4 Under 40" award, UW Oshkosh Honors College Alumni of the Year, and the National Intern of the Year award.

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Value Investing
Authored the publication "Ben Graham's NCAV (Net Current Asset Value) Technique in the 21st Century" and manages a highly differentiated investment strategy based on this research.
Community Leadership
He is a graduate of the Leadership Oshkosh program and has received multiple awards for his community involvement and professional achievements, including "Oshkosh Young Professional of the Year. "
Bone Marrow Advocacy
Founded the UW-Oshkosh chapter of "Be The Match" to promote and register bone marrow donors, a cause he is personally connected to as a past donor.

Media Appearances

Jonathan has no verified media appearances

Work History

10-2023
Chief Executive Officer at The Olympia Group, LLC
11-2015
Co Founder at Bee Bella
6-2012
Founder & Manager at Lotnix, LLC
7-2019 - 10-2023
Portfolio Manager at Merit Financial Advisors
1-2015 - 7-2019
Portfolio Manager at Carl M. Hennig Inc.

Education

2008 - 2012
Bachelor of Business Administration from University of Wisconsin–Oshkosh
2014 - 2015
Education details unavailable from Leadership Oshkosh

More Information

Social Presence :

Prographics :

Exp : 13 Location : Plymouth, Wisconsin, United States Job Level : Leadership Designation : Chief Executive Officer at The Olympia Group, LLC
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jonathan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jonathan take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jonathan

Personality Compatibility


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