Andi Thompson

Examiner
DISC Type : cs

IT Portfolio Manager II at SchoolsFirst Federal Credit Union

Tustin, California, United States

Overview

Andi has no verified overview

Personality Overview

Process Oriented

Unexpressive

Overcautious

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Andi has no verified topics they care about

Media Appearances

Andi has no verified media appearances

Work History

4-2025
IT Portfolio Manager II at SchoolsFirst Federal Credit Union
12-2023 - 4-2025
IT Portfolio Manager at SchoolsFirst Federal Credit Union
7-2022 - 12-2023
IT Project Manager at SchoolsFirst Federal Credit Union
4-2015 - 5-2016
Teller at Bank of America

Education

Graduate Certificate from Harvard University
2020 - 2022
Master of Business Administration - MBA from Brandman University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Tustin, California, United States Job Level : Middle Designation : IT Portfolio Manager II at SchoolsFirst Federal Credit Union
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Insights For Selling To Andi

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andi is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Andi

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Andi move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Andi take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Andi

Personality Compatibility


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