Diane Chang

Questioner
DISC Type : c

Tax Managing Director at Deloitte

San Francisco, California, United States

Overview

Diane is a Tax Managing Director at Deloittes San Francisco office with over 20 years of experience in asset management. A Certified Public Accountant and NYU Stern alumna, she specializes in tax consulting for the Bay Areas premier private equity and venture capital firms, focusing on structuring and complex transactions.

Diane is passionate about giving back, supporting educational initiatives through corporate matching gift programs. She deeply values her colleagues, having recently traveled to India to connect with her teams in person after years of virtual collaboration. She actively engages with the local investment management community through roundtable events.

She has spent over 14 years advising some of the most prominent players in the Bay Areas asset management industry.

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Investment Management Tax
She leads roundtables and provides expert tax consulting and compliance services for investment management clients, particularly in private equity and venture capital.
Tax Policy Changes
Frequently organizes and presents at events discussing upcoming tax legislative changes and their impact on the asset management industry.
Supporting Education
Actively supports and promotes the Deloitte Foundation's matching gifts program, demonstrating a personal commitment to investing in educational opportunities.

Media Appearances

Diane has no verified media appearances

Work History

8-2021
Tax Managing Director at Deloitte
10-2019 - 8-2021
Senior Tax Manager at Deloitte
11-2008 - 10-2019
Tax Director at PricewaterhouseCoopers
10-2004 - 10-2008
Tax Manager / Senior Associate / Associate at Deloitte

Education

B.S. from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Tax Managing Director at Deloitte
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Insights For Selling To Diane

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Diane is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Diane

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Diane move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Diane take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Diane

Personality Compatibility


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