Josh Keatts, CFA, CPA in

Josh Keatts, CFA, CPA

Critic · DISC type C
Chief Financial Officer at TKS Restaurants
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
United States
Personality Overview

How Josh shows up

Negotiator
Objective Thinker
Information Seeker

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. They like to do things independently and don’t look for support from others.

Priorities

Topics Josh cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2024
Chief Financial Officer
TKS Restaurants
3-2022 - 1-2025
Director - Investment Banking
Duff & Phelps
11-2019 - 3-2022
Vice President - Investment Banking
Duff & Phelps
2-2016 - 11-2019
Vice President - Investment Banking Group
Scott-Macon, Ltd.
8-2013 - 10-2015
Senior Associate
Boutique Investment Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2007
Bachelor of Science (BS)
University of Maryland - Robert H. Smith School of Business
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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