Cary C.

Enthusiast
DISC Type : i

Engagement Director - CAAS at CLA (CliftonLarsonAllen)

Minneapolis, Minnesota, United States

Overview

Cary is an experienced Engagement Director at CLA specializing in accounting, finance, audit, and risk management. A Certified Public Accountant and graduate of the University of Wisconsin-Stout, he excels in implementing internal controls and building client relationships across various industries.

His career spans corporate audit at Thomson Reuters, consulting at Oakbrook Solutions, and client advisory, giving him a broad perspective on risk mitigation.

Personality Overview

Amiable & Agreeable

Non-Confrontational

Story Driven

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

Topics They Care About

Internal Controls
Focuses on implementing, managing, and auditing internal control programs for large, complex global companies.
Risk Mitigation
Specializes in identifying and evaluating risks, consulting on mitigation strategies, and performing comprehensive risk assessments.
Client Advisory
Builds relationships with clients and business executives to help solve complex accounting, finance, and internal control challenges.

Media Appearances

Cary has no verified media appearances

Work History

8-2023
Engagement Director - CAAS at CLA (CliftonLarsonAllen)
4-2022 - 6-2023
Consultant at Oakbrook Solutions
1-2006 - 7-2021
Manager - Audit & Compliance at Thomson Reuters

Education

Bachelor of Science - BS from University of Wisconsin-Stout

More Information

Social Presence :

Prographics :

Exp : 18 Location : Minneapolis, Minnesota, United States Job Level : Mid-senior Designation : Engagement Director - CAAS at CLA (CliftonLarsonAllen)
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Insights For Selling To Cary

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cary is

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

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Cary move?

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

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

You And Cary

Personality Compatibility


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