Agnes Theodossiou

Questioner
DISC Type : c

Director of Lending and Coaching at Indy Chamber

Indianapolis, Indiana, United States

Overview

Agnes Theodossiou is the Sr. Director of Lending and Coaching at Indy Chamber, where she leverages her extensive background in finance and community development to support small businesses. A graduate of Rutgers University with an MBA, she specializes in commercial lending, including SBA loans, and financial coaching to empower local entrepreneurs and strengthen the communitys economic foundation.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

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

Topics They Care About

Small Business Financing
Leads lending at a Community Development Financial Institution (CDFI) and regularly presents public workshops on how entrepreneurs can access capital and apply for loans.
Community Development
Her career has focused on community-oriented finance, from managing public housing development funds to now leading lending and coaching for a community-focused chamber.
Female Entrepreneurship
Serves as a panelist at "Women in Business" events, sharing insights on business finance, smart lending, and growth strategies for female founders and professionals.

Media Appearances

Agnes has no verified media appearances

Work History

6-2023
Director of Lending and Coaching at Indy Chamber
4-2022 - 5-2023
Program Director / Real Estate Officer at City of Jersey City
8-2009 - 4-2022
Executive Director - Europe at Global Business Publications - Multinational Finance Society
12-2004 - 8-2006
Assistant Vice President at TD (formerly Commerce Bank)
5-2001 - 12-2004
Director of Contract Underwriting at Radian Guaranty Inc

Education

9-1999 - 7-2001
Master of Business Administration - MBA from Rutgers University
9-2014 - 6-2017
Master of Arts - MA from University of Portsmouth

More Information

Social Presence :

Prographics :

Exp : 21 Location : Indianapolis, Indiana, United States Job Level : Mid-senior Designation : Director of Lending and Coaching at Indy Chamber
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Insights For Selling To Agnes

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Agnes is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Agnes

  • 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 Agnes move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Agnes take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Agnes

Personality Compatibility


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