JEREMY HARTZELL, JD, MBA

Wildcard
DISC Type : sci

COO & General Counsel at HBK CPAs & Consultants

Wexford, Pennsylvania, United States

Overview

JEREMY has no verified overview

Personality Overview

Requires Proof

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

JEREMY has no verified topics they care about

Media Appearances

JEREMY has no verified media appearances

Work History

9-2024
COO & General Counsel at HBK CPAs & Consultants
9-2016
Principal in Charge - Pittsburgh Office at HBK CPAs & Consultants
2-2015
Senior Tax Manager at HBK CPAs & Consultants
6-2011 - 10-2014
VP/Manager of Income Tax Accounting at BNY Mellon
8-2001 - 6-2011
Adjunct Professor at Duquesne University

Education

1993 - 2000
BSBA from Duquesne University

More Information

Social Presence :

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Exp : 24 Location : Wexford, Pennsylvania, United States Job Level : Leadership Designation : COO & General Counsel at HBK CPAs & Consultants
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Insights For Selling To JEREMY

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JEREMY is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from JEREMY

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will JEREMY move?

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

  • They weigh all decisions systematically and are unlikely to take many risks.

You And JEREMY

Personality Compatibility


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