Irene D'Antonio, CPA

Planner
DISC Type : Sc

Consultant at Rockefeller Capital Management - Global Family Office

Port Washington, New York, United States

Overview

Irene has no verified overview

Personality Overview

Deliberate

Overcautious

Inflexible

Being observant comes to them naturally.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Irene has no verified topics they care about

Media Appearances

Irene has no verified media appearances

Work History

1-2020
Consultant at Rockefeller Capital Management - Global Family Office
6-2011 - 7-2019
Tax Senior Manager at Friedman LLP
9-1993 - 1-1996
Tax Associate at BDO USA, LLP
2-1992 - 8-1993
Tax Intern at BDO USA, LLP
6-2011
Senior Manager at CBIZ MHM, LLC

Education

1989 - 1993
BBA from Pace University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Port Washington, New York, United States Job Level : Mid-senior Designation : Consultant at Rockefeller Capital Management - Global Family Office
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Insights For Selling To Irene

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Irene is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Irene

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Irene move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Irene take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Irene

Personality Compatibility


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