Derick Potts, CPA, CGMA

Energizer
DISC Type : I

CFO at Smithey Ironware Company

Charleston, South Carolina Metropolitan Area, United States

Overview

Derick has no verified overview

Personality Overview

Big Picture Person

Informal

Imaginative

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Derick has no verified topics they care about

Media Appearances

Derick has no verified media appearances

Work History

2-2022
CFO at Smithey Ironware Company
6-2021 - 1-2022
CFO at ABH Holdco Inc d/b/a Island Brands USA
1-2016 - 6-2021
Director of Finance at Employers Health Network Holdings, LLC
1-2012 - 10-2015
Director of Operations and Finance at eGroup Holding Company, LLC
1-2012
Tax and Audit Manager at WELCH, ROBERTS & AMBURN

Education

1997 - 1999
Masters from College of Charleston
1989 - 1993
Bachelor from The Citadel

More Information

Social Presence :

Prographics :

Exp : 13 Location : Charleston, South Carolina Metropolitan Area, United States Job Level : Leadership Designation : CFO at Smithey Ironware Company
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Insights For Selling To Derick

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Do some small talk, ask them how things are going on their side
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Derick is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Derick

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Derick move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Derick take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Derick

Personality Compatibility


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