Casey M.

Evaluator
DISC Type : dcs

Chief Revenue Officer & Chief Lending Officer at Jovia Financial Credit Union

Westbury, New York, United States

Overview

Casey has no verified overview

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Casey has no verified topics they care about

Media Appearances

Casey has no verified media appearances

Work History

2020
Chief Revenue Officer & Chief Lending Officer at Jovia Financial Credit Union
2019 - 2020
Chief Lending Officer at NXG Bank (In Formation)
2018 - 2019
President & Chief Executive Officer at MOXY Holdings, Inc.
2017 - 2018
Business Services Officer III / Commercial Lending at Truliant Federal Credit Union
2015 - 2017
VP / Commercial Banking at Yadkin Bank

Education

2013 - 2015
Banking from Graduate School of Banking at LSU
1999 - 2003
B.A. from East Carolina University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Westbury, New York, United States Job Level : Leadership Designation : Chief Revenue Officer & Chief Lending Officer at Jovia Financial Credit Union
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Insights For Selling To Casey

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Casey is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Casey

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Casey move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Casey take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Casey

Personality Compatibility


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