Todd Jones

Doer
DISC Type : ds

Chief Investment Officer at Greystone

Louisville, Kentucky, United States

Overview

Todd has no verified overview

Personality Overview

Deliberate Doer

Results Focused

Long-term Focused

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Todd has no verified topics they care about

Media Appearances

Todd has no verified media appearances

Work History

1-2024
Chief Investment Officer at Greystone
5-2022 - 1-2024
Senior Managing Director, Head of Tax Credit Equity Production at Boston Financial
4-2012 - 5-2022
Senior Vice President, Director of Institutional Sales at Boston Financial
10-2002 - 3-2012
Vice President, Manager of Institutional Sales at PNC Financial Services Group

Education

Master of Business Administration from Bellarmine University Rubel School of Business
International Component of MBA (Madrid from ESCP Business School

More Information

Social Presence :

Prographics :

Exp : 23 Location : Louisville, Kentucky, United States Job Level : Leadership Designation : Chief Investment Officer at Greystone
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Todd

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Todd take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Todd

Personality Compatibility


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