Preston Jeppson

Energizer
DISC Type : I

Vice President, Senior Market Sales Manager Treasury Management Merchant Services at Wells Fargo

Los Angeles Metropolitan Area, United States

Overview

Preston is a financial services leader and Vice President at Wells Fargo, specializing in assembling and motivating high-performing sales teams. A graduate of Western Washington University, he has extensive experience in P&L management, strategic planning, and regulatory compliance, consistently ranking as a top performer.

Drawing from his early career managing high-end fitness centers, Preston likely maintains a strong interest in personal health and fitness. He is passionate about coaching and developing professionals to help them achieve their career and financial goals, a skill honed across different industries.

His career began managing clubs for 24 Hour Fitness before he transitioned into senior leadership roles at Bank of America and Wells Fargo.

Personality Overview

Relationship Oriented

Believer

Enthusiastic

They are really good at seeing what the long-term impacts of their decisions could be.  They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Sales Team Leadership
Has a proven track record of recruiting, coaching, and retaining top-performing sales professionals at Wells Fargo and Bank of America.
Customer Centricity
Employs a customer-centric approach in his sales management style to drive high levels of performance and success.
P&L Management
Lists P&L management as a key specialty, indicating a focus on the financial performance and profitability of his teams.

Media Appearances

Preston has no verified media appearances

Work History

3-2014
Vice President, Senior Market Sales Manager Treasury Management Merchant Services at Wells Fargo
3-2012 - 3-2014
Vice President, Regional Sales Manager at Bank of America
3-2001 - 3-2011
Club Manager at 24 Hour Fitness

Education

Bachelor's degree from Western Washington University
Education details unavailable from Utah State University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Los Angeles Metropolitan Area, United States Job Level : Leadership Designation : Vice President, Senior Market Sales Manager Treasury Management Merchant Services at Wells Fargo
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Insights For Selling To Preston

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Preston is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Preston

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Preston move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Preston take some risk or not?

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

You And Preston

Personality Compatibility


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