Christi Gallagher, CPA

Observer
DISC Type : ci

Managing Director at CBIZ

Marlton, New Jersey, United States

Overview

Christi has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Christi has no verified topics they care about

Media Appearances

Christi has no verified media appearances

Work History

11-2024
Managing Director at CBIZ
9-2022 - 10-2024
Tax Partner at Marcum LLP
1-2020
Tax Partner at Friedman LLP
1-2017
Tax Principal at Friedman LLP
12-2013 - 8-2022
Senior Tax Manager at Friedman LLP

Education

2002 - 2006
Education details unavailable from Saint Joseph's University - Erivan K. Haub School of Business
2002 - 2006
Bachelor of Science (BS) from Saint Joseph's University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Marlton, New Jersey, United States Job Level : Mid-senior Designation : Managing Director at CBIZ
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Insights For Selling To Christi

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Build rapport, it will come handy to handle hard questions later
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christi is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Christi

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Christi move?

  • They like to analyze well and then make their decisions.
  • Can Christi take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Christi

Personality Compatibility


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