Adam Swoverland, CPA, CFA, MBA

Inquirer
DISC Type : dc

Vice President Finance at U.S. AutoForce

Appleton, Wisconsin, United States

Overview

Adam has no verified overview

Personality Overview

Demanding

ROI Conscious

Judgemental

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Adam has no verified topics they care about

Media Appearances

Adam has no verified media appearances

Work History

9-2024
Vice President Finance at U.S. AutoForce
5-2023
Board of Directors & Audit Committee Chair at Community First Credit Union - Appleton Wisconsin
10-2020 - 9-2024
Vice President Finance at Breakthrough
8-2017 - 10-2020
Treasurer at U.S. Venture, Inc.
6-2015 - 8-2017
Credit Risk Manager at U.S. Venture, Inc.

Education

2-2022 - 4-2022
ECFO - Strategic Financial Leadership from Stanford University Graduate School of Business
9-2018 - 12-2020
Master of Business Administration - MBA from Marquette University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Appleton, Wisconsin, United States Job Level : Senior Designation : Vice President Finance at U.S. AutoForce

Interested in

Lifestyle

Reading

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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Stress on the business value that your product offers
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Adam

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Adam take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Adam

Personality Compatibility


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