Zachary Jones

Wildcard
DISC Type : sic

Manager Asset Management at Minto Group

Ottawa, Ontario, Canada

Overview

Zachary has no verified overview

Personality Overview

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

Topics They Care About

Zachary has no verified topics they care about

Media Appearances

Zachary has no verified media appearances

Work History

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

Education

Honors Bachelor of Commerce in Finance with Co-op from Telfer School of Management at the University of Ottawa

More Information

Social Presence :

Prographics :

Exp : 4 Location : Ottawa, Ontario, Canada Job Level : Middle Designation : Manager Asset Management at Minto Group
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Insights For Selling To Zachary

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Ask them questions to understand their needs better while staying affable
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zachary is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Zachary

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Zachary move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Zachary take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Zachary

Personality Compatibility


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