Angela Brooks Dillard, MSA

Evaluator
DISC Type : csd

Owner at Dillard Notary Service

Ewa Beach, Hawaii, United States

Overview

Angela is an experienced fund and real estate accounting manager, currently a Vice President at BNY Mellon overseeing funds with AUM exceeding $1. 5 billion. A graduate of the University of South Florida and University of Phoenix, she is a forward-thinking leader known for process improvement and developing staff.

She is the Founder and CEO of her own entrepreneurial venture, Dillard Notary Service, providing mobile notary services.

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

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

Topics They Care About

Fund Accounting
Oversees four closed-end equity funds and serves as a reviewer on three debt funds with a combined AUM of over $1. 5 billion at BNY Mellon.
Real Estate Finance
Her background includes roles as a Portfolio Accountant and Analyst at Pinnacle, handling financial statements for multiple properties and managing financial relationships.
Entrepreneurship
Founded and operates her own business, Dillard Notary Service, where she serves as the Owner and CEO.

Media Appearances

Angela has no verified media appearances

Work History

12-2023
Owner at Dillard Notary Service
2-2022 - 4-2023
Vice President, Lead Manager at BNY Mellon
9-2018 - 2-2022
Vice President, Specialist at BNY Mellon
4-2012 - 9-2018
Portfolio Accountant at Pinnacle
1-2010 - 4-2012
Portfolio Analyst at Pinnacle

Education

2005 - 2007
Bachelor of Science (B.S.) from University of South Florida
2008 - 2009
Master of Science (M.S.) from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 24 Location : Ewa Beach, Hawaii, United States Job Level : N/A Designation : Owner at Dillard Notary Service
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Insights For Selling To Angela

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Angela is

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

  • 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 Angela move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Angela 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 Angela

Personality Compatibility


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