Jonathan Schwartz

Inquirer
DISC Type : dc

Chief Technology Officer at Reach Financial

New York, New York, United States

Overview

Jonathan is a technology leader with over 15 years of experience innovating in the financial services industry. As CTO of Reach Financial, he focuses on creating technology-driven products and building high-performing teams. He holds both a BA and MS from Columbia University and is described as an empowering leader.

He has deep expertise in regulated spaces, having previously managed the delivery of New York City’s second Public Safety Answering Center (PSAC2), a critical emergency communications facility.

Personality Overview

ROI Conscious

Judgemental

Demanding

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Fintech Innovation
His career is dedicated to innovating within financial services at companies like Reach Financial, Jetty, and OnDeck Capital to create transformative customer experiences.
Engineering Leadership
He has a track record of growing product and engineering teams, mentioning he grew his previous team seven-fold, and actively posts about hiring new talent.
Regulated Technologies
His background includes managing technology in highly regulated financial and government environments, demonstrating deep expertise in compliance and security.

Media Appearances

Jonathan has no verified media appearances

Work History

11-2024
Chief Technology Officer at Reach Financial
1-2020 - 10-2024
Chief Technology Officer at Jetty
1-2016 - 12-2019
Vice President of Engineering at OnDeck
10-2012 - 12-2015
Director, Finance Core Technology at RBC Capital Markets
10-2011 - 10-2012
ECTP Product Delivery Manager at NYC Department of Information Technology & Telecommunications

Education

BA from Columbia University
MS from Columbia University

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York, New York, United States Job Level : Leadership Designation : Chief Technology Officer at Reach Financial
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Be crisp while making the pitch
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jonathan

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jonathan take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jonathan

Personality Compatibility


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