Julie Marshall-Covault

Enthusiast
DISC Type : i

Chief Financial Officer at Capstone Vital Care

Dayton Metropolitan Area, United States

Overview

Julie has no verified overview

Personality Overview

Optimistic

Consensus Focused

Non-Confrontational

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Julie has no verified topics they care about

Media Appearances

Julie has no verified media appearances

Work History

4-2026
Chief Financial Officer at Capstone Vital Care
11-2025 - 4-2026
Chief Financial Officer at Wilson Health
4-2025 - 11-2025
Interim Chief Executive Officer / Chief Operating Officer / Chief Financial Officer at Wilson Health
3-2024 - 4-2025
Chief Financial Officer / Chief Operating Officer at Wilson Health
3-2023 - 3-2024
Chief Operating Officer at Wilson Health

Education

2005 - 2007
MBA from Bluffton University

More Information

Social Presence :

Prographics :

Exp : 32 Location : Dayton Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at Capstone Vital Care
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Julie

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Julie take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Julie

Personality Compatibility


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