Elias Zamora

Evaluator
DISC Type : dcs

Finance Manager at WeStreet Credit Union

Tulsa, Oklahoma, United States

Overview

Elias Zamora is a Finance Manager at WeStreet Credit Union with nine years of experience in financial analysis, forecasting, and project management. A graduate of Northeastern State University, he is skilled in investment strategies and driving revenue growth. Colleagues describe him as driven, optimistic, and prepared.

He is passionate about topics related to long-term financial security and retirement, sharing insights on the importance of market investment. Elias also actively uses his professional network to help others in their career journeys and shows great enthusiasm for his own professional growth and development.

Unique fact: In a prior role, Elias secured $70 million in loans over 18 months through his comprehensive financial analysis and underwriting.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there 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

Financial Forecasting
His professional focus is on forecasting, budgeting, and variance analysis. He has shared articles on budgeting as a key tool for corporate accountability and strategy.
Credit Risk Analysis
He has extensive experience assessing the creditworthiness of commercial and individual customers from his time as a Credit Analyst at Mabrey Bank.
Retirement Security
He has posted about the declining reliability of Social Security, emphasizing that investing in the markets is essential for long-term financial security.

Media Appearances

Elias has no verified media appearances

Work History

3-2025
Finance Manager at WeStreet Credit Union
4-2024
Financial Analyst II at WeStreet Credit Union
2-2023 - 4-2024
Project Cost Analyst at American Electric Power
10-2021 - 11-2022
Accounting Consultant at Casino Cash Trac
6-2020 - 10-2021
Credit Analyst at Mabrey Bank

Education

2018 - 2020
Bachelor of Business Administration - BBA from Northeastern State University
2015 - 2018
Education details unavailable from Tulsa Community College

More Information

Social Presence :

Prographics :

Exp : 8 Location : Tulsa, Oklahoma, United States Job Level : Middle Designation : Finance Manager at WeStreet Credit Union
URL has been copied!

Insights For Selling To Elias

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elias is

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

  • 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 Elias move?

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

Personality Compatibility


Other WeStreet Credit Union Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.