Adam Steiner, CFE

Questioner
DISC Type : c

Special Agent at Homeland Security Investigations

Kansas City Metropolitan Area, United States

Overview

Adam has no verified overview

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Adam has no verified topics they care about

Media Appearances

Adam has no verified media appearances

Work History

9-2025
Special Agent at Homeland Security Investigations
2-2024 - 9-2025
Senior Financial Investigator at Madison Associates Inc
5-2023 - 2-2024
On-the-Job Instructor at 5 Stones intelligence Inc.
11-2021 - 3-2023
Director | AML Investigations (AML Sanctions Manager Sr.) at PNC
6-2019 - 10-2021
Assistant Special Agent in Charge at IRS Criminal Investigation

Education

Bachelor of Arts - BA from University of Nevada-Las Vegas
Master of Public Administration - MPA from University of Nevada-Las Vegas

More Information

Social Presence :

Prographics :

Exp : 14 Location : Kansas City Metropolitan Area, United States Job Level : N/A Designation : Special Agent at Homeland Security Investigations
URL has been copied!

Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Adam

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Adam take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Adam

Personality Compatibility


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