Rene Jarquin

Questioner
DISC Type : c

Partner & Chief Investment Officer at Single Point Partners

Boston, Massachusetts, United States

Overview

Rene has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Value Seeker

It is quite likely of them to ask for pricing or other concessions.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Rene has no verified topics they care about

Media Appearances

Rene has no verified media appearances

Work History

3-2017
Partner & Chief Investment Officer at Single Point Partners
4-2005 - 3-2017
Sr. Director & Portfolio Manager at BNY Mellon
7-2011 - 10-2013
President at ALPFA Boston
Board Member at ALPFA
9-2003 - 4-2005
FA at Merrill Lynch

Education

9-1995 - 6-1997
MBA from Northwestern University - Kellogg School of Management
9-1988 - 8-1992
BS from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Partner & Chief Investment Officer at Single Point Partners
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Insights For Selling To Rene

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rene is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Rene

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Rene move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Rene take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Rene

Personality Compatibility


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