Jeff Wilkinson

Examiner
DISC Type : sc

Assurance Practice Leader, Charlotte NC at BDO USA

Charlotte Metro, United States

Overview

As the Assurance Practice Leader for BDOs Charlotte office, Jeff serves public and private companies in the technology, manufacturing, and retail industries. He is a licensed CPA with both a BBA and a Master of Accountancy from East Tennessee State University, specializing in audit and accounting advisory services.

Jeff is committed to community and professional engagement. He actively participates in local business events with organizations like ACG Charlotte and leads his team in volunteer initiatives, such as supporting the Second Harvest Food Bank. He also fosters relationships with local universities like UNCW.

He champions corporate social responsibility by organizing a firm-wide "week of service" in the Charlotte office.

Personality Overview

Late Adopter

Status Quo Seeker

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  They are thorough and always follow a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

CFO Strategy
Engages with The CFO Leadership Council, showing a clear interest in the challenges and strategies relevant to top financial executives.
M&A Trends
He shares and comments on M&A activity, particularly within the manufacturing and materials sectors, indicating a focus on market dynamics.
Community Service
Leads his office in a week of service, personally volunteering and organizing support for local nonprofits like the Second Harvest Food Bank.

Media Appearances

Jeff has no verified media appearances

Work History

5-2020
Assurance Practice Leader, Charlotte NC at BDO USA
7-2019 - 4-2020
Partner, Charlotte Assurance Market Leader at BDO USA
7-2015 - 6-2019
Assurance Partner at BDO USA
5-2011 - 6-2015
BDO USA, LLP at Assurance Director
1-1994 - 5-2011
Assurance Senior Manager at PricewaterhouseCoopers

Education

2002 - 2003
MAcc from East Tennessee State University
1988 - 1992
BBA from East Tennessee State University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Charlotte Metro, United States Job Level : Senior Designation : Assurance Practice Leader, Charlotte NC at BDO USA
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

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

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

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

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

You And Jeff

Personality Compatibility


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