Mo Tagari

Evaluator
DISC Type : sdc

Chief Technology Officer at AJ Bell

United Kingdom

Overview

Mo Tagari is the Chief Technology Officer at AJ Bell, leveraging over 20 years of global experience in financial services technology from roles at J. P. Morgan, Barclays, and Morgan Stanley. He earned both his BSc and MSc from the University of Liverpool. Colleagues describe him as a strategic, creative, and hands-on leader.

Personality Overview

Quality Focused

Thorough Evaluator

Fast But Analytical

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

AI in Finance
He recently led an AI Hackathon at AJ Bell, expressing excitement about the innovative solutions and the business's strong appetite for implementing them.
Financial Education
Passionate about financial literacy, he shared how his 10-year-old son read finance books, highlighting the need for this education in schools.
Tech Talent Development
He actively fosters emerging talent through partnerships with universities like Salford, emphasizing his commitment to developing future technology leaders.

Media Appearances

Mo has no verified media appearances

Work History

11-2019
Chief Technology Officer at AJ Bell
10-2012 - 4-2016
Executive Director at J.P. Morgan
7-2011 - 10-2012
Vice President at Barclays Capital
2008 - 7-2011
Vice President at Morgan Stanley
2004 - 2008
Associate at Morgan Stanley

Education

2000 - 2001
MSc from University of Liverpool
1997 - 2000
BSc from University of Liverpool

More Information

Social Presence :

Prographics :

Exp : 24 Location : United Kingdom Job Level : Leadership Designation : Chief Technology Officer at AJ Bell
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Insights For Selling To Mo

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mo is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Mo

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Mo move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Mo take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Mo

Personality Compatibility


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