Merida Karr, MBA, CPA

Energizer
DISC Type : I

Vice President of Technology Finance at JPMorganChase

Plano, Texas, United States

Overview

Merida Karr is the Vice President of Technology Finance at JPMorgan Chase, leveraging extensive experience from her previous tenure at ExxonMobil. Holding an MBA from Texas Christian University, she specializes in financial planning, analysis, and strategic stewardship.

She holds both an MBA and is a Certified Public Accountant (CPA), complemented by an Award for Academic Excellence and participation in a Business Honors Program.

Personality Overview

Big Picture Person

Imaginative

Enthusiastic

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are people oriented, friendly and like creating new connections.

Topics They Care About

Technology Finance
Her current senior role at JPMorgan Chase is focused on managing the financial strategy and operations for the company's technology divisions.
Financial Planning & Analysis
A core skill highlighted across multiple roles at ExxonMobil, demonstrating deep expertise in FP&A, budgeting, forecasting, and variance analysis.
Strategic Stewardship
The term "Stewardship" is mentioned in her advisory roles, indicating a focus on the responsible and strategic long-term management of financial resources.

Media Appearances

Merida has no verified media appearances

Work History

1-2025
Vice President of Technology Finance at JPMorganChase
1-2024 - 12-2024
Planning & Stewardship Advisor at ExxonMobil
1-2022 - 12-2023
Global Audit Planning Advisor at ExxonMobil
9-2020 - 1-2022
Internal Auditor / Regional Planner at ExxonMobil
9-2015 - 9-2020
Financial Analyst at ExxonMobil

Education

2014 - 2015
Master of Science (M.S.) from SMU Cox School of Business
2017 - 2019
Master of Business Administration - MBA from Texas Christian University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Plano, Texas, United States Job Level : Senior Designation : Vice President of Technology Finance at JPMorganChase
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Insights For Selling To Merida

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Merida is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Merida

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Merida move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Merida take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Merida

Personality Compatibility


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