Julie McIntosh

Inspirer
DISC Type : id

Assistant Vice President - Finance at Securities Investor Protection Corporation

Washington, District of Columbia, United States

Overview

Julie McIntosh is an enterprising financial executive and Assistant Vice President of Finance at SIPC, specializing in treasury, investments, and corporate finance. An adaptable team builder with a background in public companies and government contracts, she is also a Chartered Financial Analyst (CFA) and holds an MBA from The George Washington University.

Outside of her direct professional responsibilities, Julie maintains an interest in the renewable energy sector, particularly following companies like Enviva, a major producer of sustainable wood pellets. She is an alumna of both the University of Washington and The George Washington University School of Business.

Julie was appointed by SIPCs Board to Chair two separate employee benefit plan committees.

Personality Overview

Confident & Optimistic

Achievment Oriented

Decisive

They respond well to objective pitches but also attach some value to relationships.  They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Investment Management
Manages a multi-billion dollar investment portfolio for the SIPC Fund and has extensive experience with both working capital and pension investments.
Corporate Restructuring
Has direct experience with corporate finance, debt compliance, and mergers and acquisitions from her prior role as Assistant Treasurer at USEC Inc.
Process Improvement
Focuses on being process-oriented and budget-driven to find efficiencies, having previously standardized reporting processes to shorten timelines at Boeing.

Media Appearances

Julie has no verified media appearances

Work History

1-2015
Assistant Vice President - Finance at Securities Investor Protection Corporation
4-1997 - 1-2015
Assistant Treasurer at USEC Inc. (now Centrus Energy)
4-1993 - 3-1997
Financial Accountant III at Boeing Information Services
6-1991 - 3-1993
Other Experience at Boeing Computer Services

Education

1996 - 2000
MBA from The George Washington University School of Business
1987 - 1991
BA from University of Washington

More Information

Social Presence :

Prographics :

Exp : 34 Location : Washington, District of Columbia, United States Job Level : Senior Designation : Assistant Vice President - Finance at Securities Investor Protection Corporation
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Get them to a point where they are ready to bat for your product internally
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Julie

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Julie take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Julie

Personality Compatibility


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