Jeanette Roatch, CPA,CGMA

Examiner
DISC Type : cs

Partner at Shannon & Associates, LLP

Greater Seattle Area, United States

Overview

Jeanette has no verified overview

Personality Overview

Overcautious

Process Oriented

Late Adopter

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Jeanette has no verified topics they care about

Media Appearances

Jeanette has no verified media appearances

Work History

9-2019
Partner at Shannon & Associates, LLP
11-2015
Director of Audit and Accounting at Shannon & Associates, LLP
1-2010 - 11-2015
Senior Manager at Shannon & Associates, LLP
1-2009 - 1-2010
Senior Manager at Dwyer, Pemberton & Coulson, P.C.
1-1995 - 12-2008
Senior Manager at Kieckhafer, Schiffer & Company LLP

Education

1988 - 1992
BBA from Western Michigan University - Haworth College of Business

More Information

Social Presence :

Prographics :

Exp : 31 Location : Greater Seattle Area, United States Job Level : Mid-senior Designation : Partner at Shannon & Associates, LLP
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Insights For Selling To Jeanette

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeanette is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jeanette

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

Insights For Deal Planning

    How fast (or slow) will Jeanette move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jeanette take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jeanette

Personality Compatibility


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