Andrew Greene, CPA

Evaluator
DISC Type : dcs

Chief Operating Officer at Archford

O'Fallon, Illinois, United States

Overview

Andrew is the Chief Operating Officer at Archford, where he leverages his background as a data-driven finance professional and CPA to enhance advisory services. He holds an MBA from Indiana University and a Master of Accounting from Saint Louis University, focusing on integrating analytics into business decisions.

Originally from the Metro East, Andrew believes in applying lessons from athletics to professional life and careers. He is a strong proponent of purpose-driven work and servant leadership, aiming to build valuable relationships and add value to the organizations he is a part of.

He has earned both a CFA Program Level I designation and a Microsoft Power Platform Fundamentals certification.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Data-Driven Finance
He is a data-driven professional focused on integrating data and analytics into business decisions to benefit clients and advisors.
Strategic Planning
His career includes a role as Director of Strategic Insights, and his passion lies in business analytics and strategic planning.
Servant Leadership
He is a firm believer in the philosophy of servant leadership and aims to add value to every organization he joins through this approach.

Media Appearances

Andrew R. Greene - Archford Capital Strategies. Featured in Archford Capital (company website)

See Now

Work History

1-2024
Chief Operating Officer at Archford
2-2021 - 1-2024
Director of Strategic Insights at Archford
5-2020 - 8-2020
Product Supply-Finance MBA Summer Associate at Bayer Crop Science
8-2019 - 5-2021
MBA Candidate at Indiana University - Kelley School of Business
1-2018 - 7-2019
Trust Tax Advisor at Commerce Bank

Education

2019 - 2021
Master of Business Administration - MBA from Indiana University - Kelley School of Business
2014 - 2015
Master of Accounting (M.Acc.) from Saint Louis University

More Information

Social Presence :

Prographics :

Exp : 9 Location : O'Fallon, Illinois, United States Job Level : Leadership Designation : Chief Operating Officer at Archford
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Andrew

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Andrew take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Andrew

Personality Compatibility


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