Casey Howard

Visionary
DISC Type : Ds

Owner - Budget Blinds of Centennial at Self-employed

Littleton, Colorado, United States

Overview

Casey has no verified overview

Personality Overview

Risk Tolerant

Fast But Thoughtful

Goal-Oriented

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Casey has no verified topics they care about

Media Appearances

Casey has no verified media appearances

Work History

6-2013
Owner - Budget Blinds of Centennial at Self-employed
6-2010 - 12-2012
Wealth Management Advisor at TIAA-CREF
12-2008 - 5-2010
Principal Partner at TaxSmart Strategies
Vice President - Financial Consultant at Charles Schwab

Education

1990 - 1994
Bachelor of Science (BS) from Colorado State University
1990 - 1991
Bachelor of Science (BS) from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Littleton, Colorado, United States Job Level : Senior Designation : Owner - Budget Blinds of Centennial at Self-employed
URL has been copied!

Insights For Selling To Casey

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Casey is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Casey

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Casey move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Casey take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Casey

Personality Compatibility


Other Self-employed Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.