Angela Harms, CPA, CGMA

Evaluator
DISC Type : sdc

Managing Director at LerroSarbey, PLLC

Boca Raton, Florida, United States

Overview

Angela has no verified overview

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  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

Topics They Care About

Angela has no verified topics they care about

Media Appearances

Angela has no verified media appearances

Work History

9-2025
Managing Director at LerroSarbey, PLLC
3-2023 - 9-2025
Director at CohnReznick
7-2018 - 8-2023
CFO at Mark Edward Partners
9-2020 - 3-2023
Director - Tax & Accounting at Daszkal Bolton
11-2016 - 7-2018
Tax Partner at Templeton & Company

Education

1990 - 1993
BA from Eastern Kentucky University
1984 - 1988
Education details unavailable from Tustin High School

More Information

Social Presence :

Prographics :

Exp : 9 Location : Boca Raton, Florida, United States Job Level : Mid-senior Designation : Managing Director at LerroSarbey, PLLC
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Insights For Selling To Angela

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

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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