Charul Doshi

Evaluator
DISC Type : scd

CFO at Trilon Group

Boulder, Colorado, United States

Overview

Charul Doshi is the Chief Financial Officer at Trilon Group, where she leads all finance activities and helps drive the companys M&A strategy. A finance and management professional with an MBA from the University of Colorado Boulder, she has a history of transforming core finance processes at companies like Lumen Technologies and CenturyLink.

Described by colleagues as having "steely grit" and "keen business acumen, " she took on the challenge of becoming a Managing Director early in her career. She is passionate about mentoring and fosters a "people-first" culture, taking inspiration from watching colleagues achieve their personal and professional growth goals.

She once received an "A Level of Excellence" Award from the CEO of Level 3 Communications for successfully leading a high-priority initiative.

Personality Overview

Hard To Convince

Fast But Analytical

Quality Focused

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  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

Topics They Care About

M&A Growth Strategy
As CFO, she supports Trilon's growth goals and partners with the executive team to drive the company's M&A strategy, reflected in her frequent welcoming of new partners.
Finance Transformation
She has a demonstrated history of transforming core finance processes, including forecasting and budgeting, at previous companies like Lumen Technologies and CenturyLink.
People-First Culture
Her social media posts frequently use the hashtag #peoplefirst, indicating a focus on creating a supportive work environment and investing in team growth.

Media Appearances

Charul has no verified media appearances

Work History

8-2022
CFO at Trilon Group
7-2020 - 8-2022
Director Corporate Finance at Lumen Technologies
12-2017 - 7-2020
Corporate Finance Manager at CenturyLink
2-2016 - 11-2017
Investor Relations Manager at Level 3 Communications
6-2012 - 1-2016
Investor Relations Analyst at Level 3 Communications

Education

MBA from University of Colorado Boulder - Leeds School of Business
Bachelor of Engineering from DJ Sanghavi College of Engineering

More Information

Social Presence :

Prographics :

Exp : 13 Location : Boulder, Colorado, United States Job Level : Leadership Designation : CFO at Trilon Group
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Insights For Selling To Charul

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • 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 Charul is

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

  • 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 Charul move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Charul 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 Charul

Personality Compatibility


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