Brett Scholnick, CPA, MBA

Enthusiast
DISC Type : i

Managing Director, Chief Accounting Officer, Head of Corporate Finance at iCapital

New York, New York, United States

Overview

Brett has no verified overview

Personality Overview

Non-Confrontational

Optimistic

Amiable & Agreeable

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Brett has no verified topics they care about

Media Appearances

Brett has no verified media appearances

Work History

2-2023
Managing Director, Chief Accounting Officer, Head of Corporate Finance at iCapital
6-2021 - 1-2023
SVP, Chief Accounting Officer and Head of Corporate Finance at iCapital
5-2020 - 5-2021
SVP, Chief Accounting Officer at iCapital
5-2017 - 4-2020
Vice President, Controller at Cantor Fitzgerald
4-2016 - 12-2016
Controller at Greystone

Education

2010 - 2013
Master of Business Administration (MBA) from Fordham University
2002 - 2006
Business Administration from Questrom School of Business, Boston University

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York, New York, United States Job Level : Leadership Designation : Managing Director, Chief Accounting Officer, Head of Corporate Finance at iCapital
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Insights For Selling To Brett

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance

DONT's

  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brett is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Brett

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Brett move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Brett take some risk or not?

  • They can take some low-probability risks if needed.

You And Brett

Personality Compatibility


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