Kelly Patterson, CPA, MBA

Enthusiast
DISC Type : i

President at Pinnacle Holdings

Boca Raton, Florida, United States

Overview

Kelly has no verified overview

Personality Overview

Consensus Focused

Amiable & Agreeable

Optimistic

They agree with others often, so exercise caution when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

7-2021
President at Pinnacle Holdings
9-2013
Controller at Pinnacle Holdings-FL
11-2012 - 9-2013
Controller at Integration Systems LLC (iSys)
1-2008 - 11-2011
Controller at Pinnacle Holdings-CA
Director of Finance at Parkway Corporation

Education

2009 - 2011
MBA from Pepperdine Graziadio Business School
1986 - 1990
BS Business from Drexel University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Boca Raton, Florida, United States Job Level : Mid-senior Designation : President at Pinnacle Holdings
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Ask them how their day is going or exchange some other pleasantries
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Kelly

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Kelly take some risk or not?

  • They can take some low-probability risks if needed.

You And Kelly

Personality Compatibility


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