Zachary Jones in

Zachary Jones

Wildcard · DISC type sic
Manager Asset Management at Minto Group
📍 Ottawa, Ontario, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
4 Years
Current Role
Manager Asset Management
Job Level
Middle
Location
Ottawa, Ontario, Canada
Personality Overview

How Zachary shows up

Requires Proof
Curious But Skeptical
ROI Driven

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Priorities

Topics Zachary cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2026
Manager Asset Management
Minto Group
9-2022 - 3-2026
Analyst Asset Management
Minto Group
5-2022 - 8-2022
FP&A Analyst
Mitel
1-2022 - 4-2022
Winter Financial Analyst
Mitel
5-2021 - 8-2021
Financial Planning and Portfolio Management
Lifetime Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Honors Bachelor of Commerce in Finance with Co-op
Telfer School of Management at the University of Ottawa
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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