Caitlin Montalbo, CPA, MBA

Energizer
DISC Type : I

Sr. Mgr. IT Financial Operations at The Greenbrier Companies

Seaside, California, United States

Overview

Caitlin has no verified overview

Personality Overview

Relationship Oriented

Believer

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are always positive and upbeat, so take their promises with a pinch of salt. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Caitlin has no verified topics they care about

Media Appearances

Caitlin has no verified media appearances

Work History

2-2024
Sr. Mgr. IT Financial Operations at The Greenbrier Companies
1-2021 - 2-2024
Finance & Administration Manager - Information Technology at GCI Communication Corp.
2-2018 - 1-2021
Sr. Financial Analyst - Information Technology at GCI Communication Corp.
2-2017 - 2-2018
Finance Program Manager - Polaris Project at GCI Communication Corp.
9-2013 - 2-2017
Associate Manager at The Siegfried Group LLC

Education

2006 - 2007
Master of Science Business Administration from University of Colorado Boulder - Leeds School of Business
2002 - 2006
Bachelor of Science Business Administration from University of Colorado Boulder - Leeds School of Business

More Information

Social Presence :

Prographics :

Exp : 13 Location : Seaside, California, United States Job Level : N/A Designation : Sr. Mgr. IT Financial Operations at The Greenbrier Companies
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Insights For Selling To Caitlin

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Talk about their team and how your product will help them do things better and easier
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caitlin is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Caitlin

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Caitlin move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Caitlin take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Caitlin

Personality Compatibility


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