Emily Harris, CPA

Energizer
DISC Type : I

Managing Director at Wayfinder Strategic Advisors

Houston, Texas, United States

Overview

Emily Harris is a Managing Director at Wayfinder Strategic Advisors, specializing in driving strategic growth and financial solutions. A Certified Public Accountant, she holds a Master of Professional Accounting from The University of Texas at Arlington. Her career includes extensive experience in consulting and business development, with previous roles as a Director and Vice President at Romanchuk & Co.

Personality Overview

Full Of Energy

Enthusiastic

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are people oriented, friendly and like creating new connections. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Strategic Growth
Her professional headline is "Driving Strategic Growth & Financial Solutions, " indicating this is a primary area of her expertise and focus.
Financial Advisory
As a Certified Public Accountant with a background in financial solutions, she is deeply involved in providing expert financial guidance and advisory services.
Business Development
She previously held the title of Director of Business Development at Romanchuk & Co. , highlighting her experience in creating and pursuing new growth opportunities.

Media Appearances

Emily has no verified media appearances

Work History

9-2024
Managing Director at Wayfinder Strategic Advisors
1-2023 - 9-2024
Director at Romanchuk & Co.
9-2018 - 1-2023
Vice President at Romanchuk & Co.
12-2017
Consultant at Hydrus Works
9-2016 - 1-2023
Director Of Business Development at Romanchuk & Co.

Education

2006 - 2012
Master of Professional Accounting from The University of Texas at Arlington
Master's Degree from The University of Texas at Arlington

More Information

Social Presence :

Prographics :

Exp : 17 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Managing Director at Wayfinder Strategic Advisors
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Insights For Selling To Emily

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emily is

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

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

Insights For Deal Planning

    How fast (or slow) will Emily move?

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

  • They can take certain risks that are unlikely to have personal consequences.

You And Emily

Personality Compatibility


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