Graham Wilson, CPA

Inquirer
DISC Type : dc

Senior Financial Controller at CRC Group

Birmingham, Alabama, United States

Overview

Graham has no verified overview

Personality Overview

Judgemental

Upfront

ROI Conscious

They can be nudged to make faster decisions by offering what they value.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Graham has no verified topics they care about

Media Appearances

Graham has no verified media appearances

Work History

3-2025
Senior Financial Controller at CRC Group
12-2021 - 2-2025
Financial Controller at StoneX Group Inc.
7-2016 - 11-2021
Financial Reporting Manager at StoneX Group Inc.
10-2009 - 6-2016
Financial Reporting Manager at Sterne Agee
1-2007 - 10-2009
Senior Auditor at KPMG

Education

2002 - 2004
Education details unavailable from The University of Alabama

More Information

Social Presence :

Prographics :

Exp : 19 Location : Birmingham, Alabama, United States Job Level : N/A Designation : Senior Financial Controller at CRC Group
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Insights For Selling To Graham

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Graham is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Graham

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Graham move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Graham take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Graham

Personality Compatibility


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