Emma C. Holderread, CPA

Questioner
DISC Type : c

VP, Tax at Blue Owl Capital

New York, New York, United States

Overview

Emma Holderread is the Vice President of Tax at Blue Owl Capital. Her career is rooted in tax accounting, having progressed from an associate to a manager within the Banking and Capital Markets practice at PwC. She is a Certified Public Accountant with a Masters degree in Accounting from Elon University.

During her time at Elon University, Emma held significant leadership roles, including Vice President of Administration for the Panhellenic Association and Vice President of Finance for the Kappa Delta sorority. Her academic achievements were recognized with her induction into the Beta Gamma Sigma honor society.

As a freshman, she reportedly connected with her future roommate over a shared love of elephants.

Personality Overview

Value Seeker

Systematic

Cautious & Analytical

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Corporate Taxation
Her career has been dedicated to tax, from her specialized BCM roles at PwC to her current position as VP of Tax at Blue Owl Capital.
Financial Services
She has deep experience in the Banking and Capital Markets (BCM) sector, which was her focus area throughout her tenure at PwC.
CPA Preparation
In a university publication, she endorsed her master's program for making her "CPA ready" and confident in interviews.

Media Appearances

Emma has no verified media appearances

Work History

3-2024
VP, Tax at Blue Owl Capital
7-2023 - 3-2024
BCM Tax Manager at PwC
7-2021 - 6-2023
BCM Senior Tax Associate at PwC
7-2019 - 6-2021
BCM Tax Associate at PwC
3-2018 - 10-2018
Staff Accountant at DualVision Inc

Education

2018 - 2019
Master's degree from Elon University - Martha and Spencer Love School of Business
2014 - 2018
Accounting and Finance from Elon University

More Information

Social Presence :

Prographics :

Exp : 12 Location : New York, New York, United States Job Level : Senior Designation : VP, Tax at Blue Owl Capital
URL has been copied!

Insights For Selling To Emma C.

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • 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 Emma C. 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 Emma C.

  • 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 Emma C. move?

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

  • Can Emma C. take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Emma C.

Personality Compatibility


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.