Kaleb Jackson

Examiner
DISC Type : sc

Summer Intern at Gradepoint Financial

Greater Chicago Area, United States

Overview

Kaleb Jackson is a finance and economics student at Baylor Universitys Hankamer School of Business with a clear ambition for a career in investment banking. He has gained practical experience through internships in wealth advisory at Gradepoint Financial and participated in EYs exclusive leadership program for student-athletes. He holds a Bloomberg Market Concepts certification.

As a former NCAA Division I Mens Basketball player for Baylor, Kaleb has honed his leadership, strategic thinking, and time management skills. He is actively involved in finance outside of his studies as the Alumni Relations Executive of the HAWK investment club and through training with SEO EDGE.

Unique fact: Kaleb is successfully bridging his past as a Division I athlete with his future in finance through specialized programs like EYs bEYond The Game.

Personality Overview

Unexpressive

Overcautious

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Investment Banking
His stated career goal, supported by his finance and economics studies, internships, and participation in programs like SEO EDGE AIIB.
Wealth Management
Gained direct experience in wealth advisory, market research, and client relationship management during his summer internship at Gradepoint Financial.
College Basketball
Competed at the highest level as a redshirt freshman Guard for the Baylor University NCAA Division I men's basketball team.

Media Appearances

Kaleb has no verified media appearances

Work History

6-2025 - 9-2025
Summer Intern at Gradepoint Financial
4-2025 - 9-2025
EY bEYond The Game Program Member Student Athlete at EY
8-2024 - 5-2025
Men's Basketball Player at Baylor University
6-2024 - 8-2024
Guest Experience Team Member at Target

Education

8-2024 - 5-2028
BBA from Baylor University - Hankamer School of Business
8-2025 - 5-2028
Investment Banking from SEO (Sponsors for Educational Opportunity)

More Information

Social Presence :

Prographics :

Exp : 1 Location : Greater Chicago Area, United States Job Level : N/A Designation : Summer Intern at Gradepoint Financial
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Insights For Selling To Kaleb

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kaleb is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kaleb

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Kaleb move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Kaleb take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Kaleb

Personality Compatibility


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