premeeting intelligence for:

Jamie Dimon

,

Chairman and CEO of JPMorgan Chase & Co.

Jamie Dimon

Chairman and CEO of JPMorgan Chase & Co.
Decisive
Assertive
Fast-Paced
Determined
Persuasive
Ambitious
Dynamic
Visionary
Spontaneous
Pioneering
Adventurous
Casual
Enthusiastic
Personable
Adaptable
Optimistic
Inventive
Approachable
Warm
Hospitable
Intuitive
Friendly
Accommodating
Diplomatic
Composed
Thoughtful
Agreeable
Careful
Modest
Consistent
Conscientious
Perceptive
Calm
Diligent
Meticulous
Collected
Accurate
Rational
Reserved
Strong-willed
Skeptical
Straightforward
Efficient
Candid
Steadfast
Focused
Vigorous
Persistent
Location:
New York, New York, United States
Education:
Harvard Business School - MBA
Overview:
  • Appointed President and Chief Operating Officer at JPMorgan Chase, marking the beginning of his executive leadership within the organization in 2004.
  • Ascended to the roles of Chief Executive Officer and President at JPMorgan Chase, showcasing his strategic vision and operational prowess in 2005.
  • Assumed the position of Chairman of the Board at JPMorgan Chase, in addition to CEO and President, in 2006.
Quotes

ON COMPANY CULTURE...

"The strength of our company has allowed us to always be there for clients, governments and communities — in good times and in bad times — and this strength has enabled us to continually invest in building our businesses for the future." source

ON GLOBAL FAIRNESS...

“They’re trying to make sure that they’re open for business, that they’re being fair to foreign companies.” source

ON TRANSNATIONAL UNITY...

"I think it is a huge opportunity for India and America. I love the fact that we've been speaking more and embracing each other more. We will be your best natural ally for the next 100 years. It's pretty obvious to me." source

DISC Type:
Captain (D)
DISC Type:
Driver (Di)
DISC Type:
Initiator (DI)
DISC Type:
Influencer (Id)
DISC Type:
Motivator (I)
DISC Type:
Encourager (Is)
DISC Type:
Harmonizer (IS)
DISC Type:
Counselor (Si)
DISC Type:
Supporter (S)
DISC Type:
Planner (Sc)
DISC Type:
Stabilizer (SC)
DISC Type:
Editor (Cs)
DISC Type:
Analyst (C)
DISC Type:
Skeptic (Cd)
DISC Type:
Questioner
DISC Type:
Architect (Dc)
How to communicate
Focus on their need for control and results, be direct and to the point.
Do
Provide specific details about the product's features and benefits
Highlight how the product will solve their problems and make their life easier
Don't
Beat around the bush or offer vague information
Be too pushy or salesy
When communicating with them, focus on being direct, confident, and results-oriented.
Do
Speak in a fast-paced, confident tone
Focus on the bottom line and how your product can help them achieve their goals
Don't
Use too much jargon or technical language
Waste time on small talk or irrelevant details
Focus on big ideas, big concepts, and fast action over analysis.
Do
Use a direct and assertive tone
Emphasize results and benefits over features
Don't
Use overly flowery language or too many details
Be pushy or aggressive
Communicate with energy and a lively approach. Engage them by communicating clearly and vividly.
Do
Use inspiring language and be enthusiastic
Show them how the product can enhance their social status or reputation
Don't
Be too technical or confusing
Focus solely on features without considering how it can improve their life
Communicate in a friendly, casual manner and highlight the benefits of the product. Avoid criticism or confrontation.
Do
Use a light-hearted approach to build rapport
Highlight how the product can benefit their life or work
Don't
Be overly critical or confrontational
Use overly technical or confusing language
Interact with them in a friendly, agreeable manner with a light-hearted approach. Avoid criticism and confrontation.
Do
Wrap your pitch with positivity and emotional language
Include personalized, warm greetings and sincere sign off
Don't
Use forceful or high-pressure language
Talk too much about past experience without explaining the important insights
Focus on building a personal relationship and finding common ground. Speak positively and offer reassurance about the product.
Do
Engage them in conversation and find out their interests and concerns
Offer personalized recommendations and highlight how the product can meet their needs
Don't
Push too hard or use aggressive sales tactics
Dismiss or minimize their concerns or objections
Provide detailed information and use a friendly, personal tone
Do
Explain how your product can meet their specific needs
Use stories or examples that they can relate to
Don't
Use technical language or jargon
Push for a quick decision without building rapport first
Provide a warm, friendly greeting and use positive, upbeat language. Focus on building a relationship and show acceptance for who they are.
Do
Use friendly, expressive language
Refer to common interests and associations
Don't
Use a serious, businesslike tone
Bring up your flaws before they do
Focus on building a relationship and connecting with them on a personal level.
Do
Use a warm, friendly tone
Ask about their interests and hobbies
Don't
Use overly technical language
Pressure them into making a decision
Be friendly and focus on building a relationship with them. Use a light-hearted approach and avoid criticism or confrontation.
Do
Focus on building a friendly relationship
Validate their opinions and approach with positive language
Don't
Use forceful or high-pressure language
Force an aggressive sales pitch
Use a straightforward and logical approach when communicating with them
Do
Provide data and logical reasoning to support your claims
Use clear and concise language
Don't
Use overly expressive or emotional language
Use lots of anecdotes or storytelling
Use a serious, businesslike tone and focus on details, data, and results.
Do
Focus on their toughest problems.
Send additional data to support your pitch
Don't
Bring up your flaws before they do
Be unrealistically optimistic
Focus on providing logical reasoning and factual information. Be patient and answer their questions with clear and concise responses.
Do
Provide data-driven reasons for your product
Answer their questions with a well-thought-out response
Don't
Use overly expressive language
Speak in an overly casual manner
Focus on concrete data, specifics, and logistics. Avoid fluffy language and hype.
Do
Provide clear data and statistics to support the product
Present a clear, logical argument for why the product is worth investing in
Don't
Spend too much time on abstract concepts or big ideas
Get sidetracked with small details or anecdotes
When communicating with them, focus on being clear, concise, and results-oriented.
Do
Provide clear and concise information about the product and its benefits
Focus on results and practical details
Don't
Use overly descriptive or flowery language
Waste time on social chatter or small talk
Executive priorities
  • Fostering innovation to adapt to evolving financial landscapes.
  • Enhancing customer experiences through digital transformation.
  • Promoting sustainable and inclusive economic growth initiatives.
  • Strengthening risk management practices for long-term resilience.
Media
Bloomberg

Jamie Dimon Finishes Million-Share Sale Announced Last Year

JPM CEO Jamie Dimon, who announced plans last year to sell 1 million shares in the lender, sold almost $33 million of stock on Monday, bringing his total sales to that level.

Bloomberg

In Jamie Dimon's America, the Stock Market Has Already Voted

Investors around the world value US equities more highly than ever before in what John Maynard Kenes might call the psychological referendum on the Bidenomics

Business Insider

Jamie Dimon says the future of the world depends on whether the US can sort out its relationship with China

JPMorgan chief Jamie Dimon is once again advocating for the US and China to make nice.

Personality traits
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Risk-Tolerant
Risk-Averse
Trusting
Skeptical
Optimistic
Pragmatic
Deliberate
Fast-Paced
Matter-Of-Fact
Expressive
Autonomous
Collaborative
Supporting
Dominant
Build rapport
  • Show that you did your research
  • Talk about your motivations
  • Greet them with a serious, firm tone
Gather information
  • Find out their biggest priority for the process
  • Figure out what their next steps are
  • Figure out what problem they want to solve
Discuss budget
  • Be fully transparent about your benefits and limitations
  • Explain the logic behind your pricing
  • Focus on efficiency and cost-effectiveness
Drive action
  • Explain how taking action will help them save time or money
  • Focus on the reasons for doing it
  • Be transparent about what you want them to do
Negotiate
  • Maintain effective control over information
  • Prepare for heavy skepticism
  • Expect strong push-back
Work together
  • Give them more time to consider the options if they need it
  • Let them know when you need an answer
  • Prepare specific questions to ask

JPMorgan Chase

Established in 1799 in NYC, JPMorgan Chase is a leading global financial institution, serving millions with innovative banking solutions and services across 100 markets.
Industry:
Commercial Banks
Headquarters:
New York, New York, United States
Revenue:
$239.42B
Employees:
293,723

How to negotiate

Keep the discussion casual, but be prepared for candid pushback, at times.
Keep your demo concise and to the point
Keep your demo concise and to the point
Keep your demo concise and to the point
Company Milestones
  • 1871: Founded in NYC.
  • 2000: Merger with Chase Manhattan.
  • 2008: Acquires Bear Stearns, Washington Mutual.
  • 2010: Introduces Anthem health initiative.
  • 2022: Launches groundbreaking health platform.

Demo your product

Notice how he uses your product and let him have fun trial-and-erroring on his own.
Keep your demo concise and to the point
Keep your demo concise and to the point
Top Products
  • Banking: Savings, loans, credit cards.
  • Investment Management: Asset and wealth management.
  • Corporate Advisory: Financial solutions.
  • Trading: Equities, fixed income, currencies.
Key Executives
Company Stock Performance
Key News
Forbes

AI At JPMorgan Chase—Breadth, Depth And Change

JPMorgan Chase leads with deep AI commitment, broad projects, and tangible business impact, setting it apart in the US banking landscape.

Nov, 2019

CNBC

JPMorgan creates new unit for blockchain projects, says the technology is close to making money

JPMorgan Chase's digital currency, JPM Coin, sees its first commercial use this week, facilitating global payments for a major tech client.

Oct, 2020

Reuters

JPMorgan launches new real-time payments service

JPMorgan Chase launches real-time payments to enhance its competitive edge in handling global digital transactions.

Aug, 2021

Bloomberg

JPMorgan Switches On Programmable Payments Using Blockchain Tech

One of the most high-profile blockchain systems in traditional banking has added a new feature that lets companies shift cash automatically.

Nov, 2023

Competitive Landscape
Annual Revenue:
$239.42B
  • Global reach spans Americas, Asia, Europe, MEA, with 60M+ clients.
  • Impressive 2023 growth: $239.42B, up 54.68% YoY.
  • Extensive banking, digital platform, personalized advice offered.
Annual Revenue:
$171.91B
  • 69M+ served, marking a significant consumer base milestone.
  • 2023 revenue surged to $171.912B, up by 49.42%.
  • Bank of America: premier global financial giant.Provides diverse banking, investment, and risk solutions.
Annual Revenue:
$78.50B
  • 200M+ global customer base served efficiently.
  • 2023 revenue: $78.46B, slight 3% decline.
  • Citigroup offer accounts, loans, cards, and business banking services available.
Annual Revenue:
$54.14B
  • $5.4T client assets managed, a colossal responsibility.
  • 2023 revenue: $54.143B, modest 0.89% increase.
  • Morgan Stanley's unique offerings diverse financial services & global expertise.

Want help preparing for your next meeting?

Our zero-software service is designed to make you confident
and well-prepared before your most important meetings.