Zachary M.

Critic
DISC Type : C

MBA Summer Intern at Xaver

Barcelona, Catalonia, Spain

Overview

Zachary is a former Senior Associate from J. P. Morgans Financial Sponsors Group, specializing in fund finance and GP lending for Private Equity and Venture Capital firms. He is currently an IESE Business School MBA candidate and holds a Series 65 certification, leveraging a deep background in credit and strategic leverage.

He is actively involved in philanthropy as the Treasurer and a Board Member for the Blue Chip Future Fund, a multi-national NGO. This organization focuses on improving the educational and life outcomes for exceptional children starting from a young age, showcasing his commitment to community impact.

After nearly nine years building a successful career at J. P. Morgan, he made the significant decision to pursue his MBA.

Personality Overview

Critic

Precise

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Fund Finance
His career at J. P. Morgan centered on advising PE & VC firms on sophisticated borrowing, specializing in fund finance, GP financing, and co-investment lending.
FinTech Innovation
He recently completed a summer internship at the FinTech company Xaver, indicating a strong and current interest in this evolving space.
Youth Empowerment
Serves on the board of Blue Chip Future Fund, a non-profit dedicated to improving the outcomes of outstanding children from the 8th grade onwards.

Media Appearances

Zachary has no verified media appearances

Work History

6-2025 - 8-2025
MBA Summer Intern at Xaver
7-2024
Board Member - Treasurer at Blue Chip Future Fund
8-2022 - 8-2024
Senior Associate at J.P. Morgan
7-2021 - 7-2022
Associate at J.P. Morgan
7-2020 - 6-2021
Analyst at J.P. Morgan

Education

8-2024 - 5-2026
Master of Business Administration - MBA from IESE Business School
Study Aborad - International Finance from Frankfurt School of Finance & Management

More Information

Social Presence :

Prographics :

Exp : 10 Location : Barcelona, Catalonia, Spain Job Level : N/A Designation : MBA Summer Intern at Xaver
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Insights For Selling To Zachary

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zachary is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Zachary

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Zachary move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Zachary take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Zachary

Personality Compatibility


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