Carrie J. Reese, CPA

Wildcard
DISC Type : cis

Partner at HM&M, a Springline company

United States

Overview

Carrie has no verified overview

Personality Overview

Friendly But Slow

ROI Driven

Requires Proof

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Carrie has no verified topics they care about

Media Appearances

Carrie has no verified media appearances

Work History

1-2026
Partner at HM&M, a Springline company
7-2022 - 1-2026
Senior Manager at HM&M, a Springline company
2-2008 - 1-2011
Tax Analyst at Duff & Phelps
7-2022
Tax Manager at Huselton, Morgan & Maultsby, P.C.
Tax Supervisory Senior at Huselton, Morgan & Maultsby, P.C.

Education

2003 - 2007
BBS from Texas A&M University
2008 - 2010
MS from Naveen Jindal School of Management, UT Dallas

More Information

Social Presence :

Prographics :

Exp : 6 Location : United States Job Level : N/A Designation : Partner at HM&M, a Springline company
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Insights For Selling To Carrie

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carrie is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Carrie

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Carrie move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Carrie take some risk or not?

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

You And Carrie

Personality Compatibility


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