Kyle Lerner

Supporter
DISC Type : s

Chief Financial Officer at JAM+

New York City Metropolitan Area, United States

Overview

Kyle has no verified overview

Personality Overview

Calm

Risk-averse

Slow To Decisions

They get along well with all people.  They prefer to follow rules and procedures. Their decisions are defined by the possible value that they can bring to the organization.


Topics They Care About

Kyle has no verified topics they care about

Media Appearances

Kyle has no verified media appearances

Work History

11-2021
Chief Financial Officer at JAM+
6-2018
Chief Financial Officer at JAM Paper & Envelope - www.jampaper.com
8-2015 - 5-2018
Investment Banking Senior Associate at Daroth Capital Advisors LLC
9-2014 - 12-2014
Investment Banking Associate, Fall at Tully & Holland, Inc.
5-2014 - 8-2014
Investment Research Analyst, Summer at 1620 Investment Advisors, Inc.

Education

M.S. Finance from Boston College
Continuing Education from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at JAM+
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • If possible, connect them to existing customers
  • Pause and ask them if they have any questions
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Kyle

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Kyle take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Kyle

Personality Compatibility


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