Jeff Tolonen

Observer
DISC Type : ic

Internal Revenue Agent (LB&I Global High Wealth) at Internal Revenue Service

Gilbert, Arizona, United States

Overview

Jeff has no verified overview

Personality Overview

Value Driven

Assertive

Example Seeker

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

2-2024 - 2-2025
Internal Revenue Agent (LB&I Global High Wealth) at Internal Revenue Service
1-2019
Business Owner at Tolonen Tax & Accounting LLC
12-2015 - 1-2019
Tax Manager at AA Tax CPA, LLC
12-2013 - 12-2015
Tax Senior at ProVision – Wealth Strategists
1-2012 - 1-2014
Sr. Tax Team Member at Morrison, Clark & Conover CPAs, PLLC

Education

2005 - 2007
MBA from California State University, Northridge
1997 - 2002
BS from California State Polytechnic University-Pomona

More Information

Social Presence :

Prographics :

Exp : 13 Location : Gilbert, Arizona, United States Job Level : N/A Designation : Internal Revenue Agent (LB&I Global High Wealth) at Internal Revenue Service
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Jeff

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jeff take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Jeff

Personality Compatibility


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