Jonina Friedman, CPA

Commander
DISC Type : D

Senior Manager, Family Office/CAS Leader at Navolio & Tallman LLP

San Francisco, California, United States

Overview

Jonina has no verified overview

Personality Overview

Candid & Clear

Risk-Taker

Decisive

They respond well to strong and respectful communication.  They are very proud of what they do. They like to act fast and expect others to do the same.

Topics They Care About

Jonina has no verified topics they care about

Media Appearances

Jonina has no verified media appearances

Work History

11-2023
Senior Manager, Family Office/CAS Leader at Navolio & Tallman LLP
6-2023 - 11-2023
Travel at Career Break
9-2020 - 6-2023
Director, Client Services Accounting at Fremont Group
12-2019 - 9-2020
Vice President, Client Treasury & Reporting at ICONIQ Capital
1-2019 - 12-2019
Co-Head, Client Treasury & Reporting at ICONIQ Capital

Education

2002 - 2006
B.S. from Gies College of Business - University of Illinois Urbana-Champaign
1998 - 2002
Education details unavailable from Stevenson High School, Lincolnshire, IL

More Information

Social Presence :

Prographics :

Exp : 19 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Senior Manager, Family Office/CAS Leader at Navolio & Tallman LLP
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Insights For Selling To Jonina

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Speak about competitive differentiation that your product offers
  • Hold your ground without indulging in one-upmanship

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonina is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jonina

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Jonina move?

  • They can take decisions very fast if you manage to convince them.
  • Can Jonina take some risk or not?

  • The risks don’t matter much to them.

You And Jonina

Personality Compatibility


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