Mohanish Auti

Critic
DISC Type : C

Executive Director - Financial Analysis at JPMorgan Chase & Co.

New York City Metropolitan Area, United States

Overview

Mohanish is an Executive Director at JPMorgan Chase, specializing in financial analysis for wealth management. With a decade at the firm, he has deep expertise in financial modeling, forecasting, and executive reporting. A recommendation highlighted his creativity and integrity, complementing his technical skills learned at the University at Buffalo.

Outside of finance, Mohanish has a background in data mining for social impact, having analyzed natural disaster response patterns during his time as a university research assistant. This unique experience shows an early interest in applying data analysis to complex, real-world problems beyond the financial sector.

He once designed an Essbase cube to monitor and plan labor utilization at 30-minute intervals for Brinker International.

Personality Overview

Information Seeker

Objective Thinker

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others.

Topics They Care About

AI in Finance
Actively posts about leveraging AI for financial innovation, indicating a strong interest in technology's future role in the industry.
Wealth Management
His career at JPMorgan Chase has a significant focus on Wealth Management, covering revenue, assets, and executive reporting for this division.
Financial Forecasting
Has extensive experience leading market-level plan cycles with 5-year projections and developing sophisticated forecasting tools.

Media Appearances

Mohanish has no verified media appearances

Work History

1-2023
Executive Director - Financial Analysis at JPMorgan Chase & Co.
1-2017 - 1-2023
Vice President - Financial Analysis at JPMorgan Chase & Co.
7-2013 - 1-2017
Associate - Financial Analysis at JPMorgan Chase & Co.
7-2012 - 7-2013
Essbase Consultant at Brinker International (consultant)
4-2012 - 7-2012
Research Assistant at University at Buffalo

Education

2011 - 2012
Master's Degree from University at Buffalo
2007 - 2011
Bachelor's Degree from University of Mumbai

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Executive Director - Financial Analysis at JPMorgan Chase & Co.
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Insights For Selling To Mohanish

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mohanish is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Mohanish

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Mohanish move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Mohanish take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Mohanish

Personality Compatibility


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