Kent Wolstenholme, CPA

Examiner
DISC Type : cs

Vice President of Client Success at FundCount

Calgary, Alberta, Canada

Overview

Kent has no verified overview

Personality Overview

Tough To Convince

Late Adopter

Overcautious

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Kent has no verified topics they care about

Media Appearances

Kent has no verified media appearances

Work History

3-2025
Vice President of Client Success at FundCount
10-2023 - 3-2025
Client Success Manager at FundCount
10-2021 - 9-2023
Vice President at The Citco Group Limited
5-2019 - 9-2021
Fund Accounting Manager at The Citco Group Limited
1-2018 - 5-2019
Fund Accounting Supervisor at The Citco Group Limited

Education

Chartered Professional Accountant from Chartered Professional Accountants of Canada (CPA Canada)
2009 - 2014
Bachelor of Commerce (Magna Cum Lade) from Saint Mary's University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Calgary, Alberta, Canada Job Level : Senior Designation : Vice President of Client Success at FundCount
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Insights For Selling To Kent

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kent is

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

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Kent move?

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

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

You And Kent

Personality Compatibility


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