Jessica L. Swanson, CPA

Inspirer
DISC Type : id

Director, Client Accounting Services at Bluepoint Financial

Miramar Beach, Florida, United States

Overview

Jessica has no verified overview

Personality Overview

Decisive

Fast Adopter

Achievment Oriented

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Jessica has no verified topics they care about

Media Appearances

Jessica has no verified media appearances

Work History

3-2025
Director, Client Accounting Services at Bluepoint Financial
9-2019 - 9-2024
Partner – Client Accounting & Advisory Services at Carr, Riggs and Ingram, LLC
6-2011 - 8-2019
Founder/Manager at Compendis, LLC
1-2010 - 6-2011
Senior Tax Accountant at Postlethwaite & Netterville, APAC
6-2008 - 12-2009
Founder/Vice President at Louisiana Oilworks, LLC

Education

8-2002 - 8-2004
Master from Tulane University, AB Freeman School of Business
1-1999 - 8-2001
Bachelor of Arts from Tulane University, New Orleans, LA

More Information

Social Presence :

Prographics :

Exp : 17 Location : Miramar Beach, Florida, United States Job Level : Mid-senior Designation : Director, Client Accounting Services at Bluepoint Financial
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Insights For Selling To Jessica L.

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessica L. is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Jessica L.

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Jessica L. move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Jessica L. take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Jessica L.

Personality Compatibility


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