Josh Keatts, CFA, CPA

Critic
DISC Type : C

Chief Financial Officer at TKS Restaurants

United States

Overview

Josh has no verified overview

Personality Overview

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.

Topics They Care About

Josh has no verified topics they care about

Media Appearances

Josh has no verified media appearances

Work History

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

Education

2003 - 2007
Bachelor of Science (BS) from University of Maryland - Robert H. Smith School of Business

More Information

Social Presence :

Prographics :

Exp : 17 Location : United States Job Level : Leadership Designation : Chief Financial Officer at TKS Restaurants
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • 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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Josh is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Josh

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Josh move?

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

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

You And Josh

Personality Compatibility


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