Sarah McCarron

Questioner
DISC Type : c

Executive Director at JP Morgan Private Bank

Chicago, Illinois, United States

Overview

Sarah McCarron is an Executive Director at JP Morgans Private Bank with a background that includes wealth management at Merrill Lynch and independent trading at the Chicago Board of Trade. She utilizes her extensive experience in volatile markets and her degree from St. Marys College of Maryland to devise innovative client strategies.

Sarah is deeply involved in community leadership, serving as President of the Junior League of Chicago and Co-Chair of the Naturally Chicago Associate Board. She dedicates her time to mentoring food and beverage entrepreneurs and advancing womens leadership through volunteer work and collaboration.

Unique fact: Before her career in private banking, Sarah was an independent commodity futures and options trader.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Food Entrepreneurship
Serves as Co-Chair for the Naturally Chicago Associate Board, where she actively mentors and provides strategic advice to startups in the food and beverage industry.
Women's Leadership
Demonstrates a strong commitment to this through her long-term involvement and top leadership roles, including President, with the Junior League of Chicago.
Market Outlook
Her professional focus involves creating innovative strategies for clients in changing markets, as reflected in her shared analyses on AI, healthcare, and fixed income.

Media Appearances

Sarah has no verified media appearances

Work History

4-2018
Executive Director at JP Morgan Private Bank
9-2016 - 3-2018
Wealth Management Advisor- Portfolio Advisor at Merrill Lynch
10-2006 - 9-2016
Independent Commodity Futures and Options Trader at Chicago Board of Trade

Education

1998 - 2002
Bachelor’s Degree from St. Mary's College of Maryland
1994 - 1998
Education details unavailable from New Trier High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Chicago, Illinois, United States Job Level : Senior Designation : Executive Director at JP Morgan Private Bank
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Sarah

  • 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 Sarah move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Sarah take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Sarah

Personality Compatibility


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