Timothy Lehmann

Pioneer
DISC Type : dsi

Program Manager at J.P. Morgan

Newark, Delaware, United States

Overview

Timothy is a results-oriented financial services executive specializing in program delivery and technology integration. A Kansas State University graduate, he has managed P&L for revenues over $800 million and led teams of 4, 000+. Colleagues describe him as exceptionally intelligent with a proven record of strategic execution and turning around underperforming business units.

After an extensive career in high-pressure financial roles, Timothy took a dedicated career break to focus on his health and well-being. This suggests a strong commitment to maintaining personal balance alongside professional ambition.

Within five years of graduating college, he became the president of a company commanding $800M in revenue.

Personality Overview

Driven But Considerate

Dynamic But Sincere

Decisive But Friendly

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Technology Transformation
His roles at SoFi and Wells Fargo, along with posts about agile transformation, show a focus on integrating modern technology in financial services.
Financial Program Delivery
His headline and experience leading data quality enhancements for corporate finance and treasury units highlight his expertise in large-scale program management.
Strategic Leadership
Has a proven record leading large-scale operations with P&L responsibility and frequently posts about hiring experienced leaders to drive business transformations.

Media Appearances

Timothy has no verified media appearances

Work History

11-2024
Program Manager at J.P. Morgan
6-2024 - 11-2024
Senior Program Manager (Confidential Banking Client) at Veterans Sourcing Group, LLC
6-2023 - 6-2024
Health and well-being at Career Break
1-2020 - 5-2023
SVP, Strategy & Integration, Deposit & Credit Bureau Management Office at Wells Fargo
6-2019 - 1-2020
Director, Operations & IT PMO at SoFi

Education

B.S. from Kansas State University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Newark, Delaware, United States Job Level : Middle Designation : Program Manager at J.P. Morgan
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Insights For Selling To Timothy

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Timothy is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Timothy

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Timothy move?

  • They are generally fast movers and can take quick decisions
  • Can Timothy take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Timothy

Personality Compatibility


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