Travis Patton, CFA

Sharpshooter
DISC Type : CD

Applied / Frontier / Deep Tech at J.P. Morgan

San Francisco, California, United States

Overview

Travis has no verified overview

Personality Overview

Fast But Analytical

Thorough Evaluator

Precise But Practical

They like to move fast and expect the same from others.  More than the product, they care about the impact of the product. They are not always relationship oriented.

Topics They Care About

Travis has no verified topics they care about

Media Appearances

Travis has no verified media appearances

Work History

12-2017
Applied / Frontier / Deep Tech at J.P. Morgan
8-2015 - 12-2017
Asset Management at J.P. Morgan
10-2011 - 8-2015
Sales & Trading - Corporate Rates at J.P. Morgan
3-2010 - 10-2011
Investment Analyst at J.P. Morgan
10-2023
Board Member at The Patsy Reeve Foundation

Education

2003 - 2007
Economics from University of Arizona
Chartered Financial Analyst from CFA Institute

More Information

Social Presence :

Prographics :

Exp : 15 Location : San Francisco, California, United States Job Level : N/A Designation : Applied / Frontier / Deep Tech at J.P. Morgan
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Insights For Selling To Travis

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t take too much time in sending them information if they ask for any
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Travis is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Travis

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Travis move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Travis take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Travis

Personality Compatibility


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