Kathleen Anez, CPA, AIF®

Questioner
DISC Type : c

Chief Operating Officer at Certified Financial Group, Inc.

Lake Mary, Florida, United States

Overview

Kathleen has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Kathleen has no verified topics they care about

Media Appearances

Kathleen has no verified media appearances

Work History

1-2020
Chief Operating Officer at Certified Financial Group, Inc.
11-2015 - 8-2019
Senior Assistant Controller at Marriott Vacations Worldwide
2-2013 - 12-2015
Business Manager at St. Francis of Assisi Catholic Church
8-2010 - 1-2013
Business Manager at Sweetwater Episcopal Academy
2-2007 - 1-2013
Certified Public Accountant at Self Employed

Education

Bachelor of Business Administration from Stetson University
Fifth Year Accounting Coursework from Florida Southern College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Lake Mary, Florida, United States Job Level : Leadership Designation : Chief Operating Officer at Certified Financial Group, Inc.
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Insights For Selling To Kathleen

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kathleen

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kathleen move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kathleen take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Kathleen

Personality Compatibility


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