Jennifer Coelho

Observer
DISC Type : ci

Chief Financial Officer at Heritage Management Group

Modesto-Merced Area, United States

Overview

Jennifer has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally strong communicators and are not easy 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

Jennifer has no verified topics they care about

Media Appearances

Jennifer has no verified media appearances

Work History

9-2024
Chief Financial Officer at Heritage Management Group
4-2022 - 9-2024
Property Controller at Graceada Partners
2-2021 - 4-2022
University Accounting Manager at California State University, Stanislaus
5-2020 - 1-2021
Interim University Accounting Manager at California State University, Stanislaus
8-2019 - 4-2020
Senior Accountant at California State University, Stanislaus

Education

2012 - 2014
MBA from California State University, Stanislaus
2003 - 2005
BS of Business Administration from California State University, Stanislaus

More Information

Social Presence :

Prographics :

Exp : 18 Location : Modesto-Merced Area, United States Job Level : Leadership Designation : Chief Financial Officer at Heritage Management Group
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship

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 Jennifer is

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

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • They like to analyze well and then make their decisions.
  • Can Jennifer take some risk or not?

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

You And Jennifer

Personality Compatibility


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