Jorge Ramirez

Observer
DISC Type : ci

Principal, Divisional Chief Risk Officer at Vanguard

Malvern, Pennsylvania, United States

Overview

Jorge has no verified overview

Personality Overview

Curious

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Jorge has no verified topics they care about

Media Appearances

Jorge has no verified media appearances

Work History

4-2022
Principal, Divisional Chief Risk Officer at Vanguard
12-2020 - 4-2022
Head of U.S. Audit Services at Vanguard
8-2019 - 12-2020
Managing Director, Head of Wealth Management Change and Innovation at UBS
6-2017 - 8-2019
Managing Director, Head of Wealth Management Business Strategy and Development at UBS
6-2016 - 6-2017
Managing Director, Head of Advisory Solutions Business Strategy, Development and Governance at UBS

Education

1997 - 2000
JD from New York University School of Law
1993 - 1997
BA from Swarthmore College

More Information

Social Presence :

Prographics :

Exp : 26 Location : Malvern, Pennsylvania, United States Job Level : Leadership Designation : Principal, Divisional Chief Risk Officer at Vanguard
URL has been copied!

Insights For Selling To Jorge

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Invite them for a social do but don’t rely solely on the relationship
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jorge is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Jorge

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

Insights For Deal Planning

    How fast (or slow) will Jorge move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Jorge take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Jorge

Personality Compatibility


Other Vanguard Employees

Explore more public profiles from related professionals at the same organization.

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.