Jon Stoudt, CFA, CPA

Critic
DISC Type : C

Senior Vice President Finance at Robinson Weeks Partners

Atlanta, Georgia, United States

Overview

Jon Stoudt is the Senior Vice President of Finance at Robinson Weeks Partners, where he oversees accounting, finance, treasury, and risk management. A dual-certified CFA Charterholder and CPA, he began his career at Deloitte after earning his B. B. A. from East Tennessee State University.

Outside of his professional work, Jon maintains strong connections with his alma mater, engaging with the East Tennessee State University alumni network in Atlanta. He values continuous learning and professional development, demonstrated by his dedication to completing the rigorous CFA program after many years of study.

Jon holds both the Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) designations.

Personality Overview

Precise

Critic

Negotiator

They like to take decisions independently and do not seek others' support often.  It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Macroeconomic Trends
He has attended multiple economic summits and speaking events focused on the global economic environment, finding them incredibly insightful and engaging.
Global Supply Chains
He has expressed curiosity about how organizations will adapt to weaknesses in global supply chains uncovered by events like the Suez Canal blockage.
Corporate Finance
His career includes extensive experience in M&A transactions, valuation, due diligence, and financial analysis for companies like The Coca-Cola Company.

Media Appearances

Jon has no verified media appearances

Work History

4-2020
Senior Vice President Finance at Robinson Weeks Partners
9-2018 - 4-2020
Principal at Triton Advisory Services
4-2016 - 8-2018
Senior Finance Manager - Franchised Territory Analytics at The Coca-Cola Company
9-2012 - 4-2016
Principal Auditor at The Coca-Cola Company
1-2011 - 9-2012
Staff Auditor at Deloitte & Touche

Education

B.B.A from East Tennessee State University
Education details unavailable from Milligan College

More Information

Social Presence :

Prographics :

Exp : 16 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Senior Vice President Finance at Robinson Weeks Partners
URL has been copied!

Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jon

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jon take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jon

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.