Anne Leal

Observer
DISC Type : ic

Chief Administrative Officer at Springline Advisory

Overland Park, Kansas, United States

Overview

Anne Leal is the Chief Administrative Officer at Springline Advisory, where she leverages over two decades of experience in the accounting profession. A graduate of Avila University, she previously rose to Partner and COO at MarksNelson, focusing on operational excellence, firm integration, and compliance.

Outside of her executive role, Anne is a dedicated family person who enjoys spending time with her husband and daughters. Her personal interests include reading and she is always in the process of planning their next family vacation. She has also been involved in her local community via her childrens elementary school PTA.

Before her extensive career in accounting, Anne had a career in cosmetology and also owned her own event planning business.

Personality Overview

Curious

Assertive

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Firm Integration
As CAO, she directly oversees the Integration Management Office, uniting new firms into the Springline platform and managing their transition.
Operational Excellence
Her career is marked by a focus on operational leadership, ensuring quality control, and maintaining governance and compliance standards for the firm.
Team Mentorship
She finds her favorite career moments in seeing team members succeed, grow, and pursue new certifications or degrees, playing a role in their success.

Media Appearances

Anne has no verified media appearances

Work History

1-2025
Chief Administrative Officer at Springline Advisory
1-2023
Partner at MarksNelson
1-2022 - 1-2025
Chief Operations Officer at MarksNelson
1-2020 - 1-2022
Operations Officer at MarksNelson

Education

Business Administration from Avila University
Associate of Arts (A.A.) from Johnson County Community College

More Information

Social Presence :

Prographics :

Exp : 5 Location : Overland Park, Kansas, United States Job Level : Leadership Designation : Chief Administrative Officer at Springline Advisory
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Insights For Selling To Anne

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anne is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Anne

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Anne move?

  • They like to analyze well and then make their decisions.
  • Can Anne take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Anne

Personality Compatibility


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