Kelly Windorski, CFA

Examiner
DISC Type : sc

Chief Financial Officer at Wealth Enhancement Group

Greater Minneapolis-St. Paul Area, United States

Overview

Kelly has no verified overview

Personality Overview

Status Quo Seeker

Late Adopter

Process Oriented

They are thorough and always follow a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

5-2016
Chief Financial Officer at Wealth Enhancement Group
7-2015 - 5-2016
Co-Founder, Managing Director | Financial, Operational, Management Consulting | Project Management at New Paradigm Group LLC
12-2011 - 6-2015
VP, Assistant Treasurer | Treasury Operations, Capital and Liquidity Optimization, Risk Management at Ameriprise Financial Services, Inc.
6-2010 - 11-2011
Chief Financial Officer | Strategic Transformation, Risk Management, Financial Due Dilligence at Securities America, Inc. Member FINRA/SIPC
3-2006 - 5-2010
VP, Lead Financial Officer - Advice & Wealth Mananagement | Business Transformation, M&A at Ameriprise Financial

Education

1994 - 1998
BBA from Wisconsin School of Business

More Information

Social Presence :

Prographics :

Exp : 22 Location : Greater Minneapolis-St. Paul Area, United States Job Level : Leadership Designation : Chief Financial Officer at Wealth Enhancement Group
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kelly

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Kelly take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Kelly

Personality Compatibility


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