Leo Politz

Inquirer
DISC Type : cd

Chief Financial Officer at Servantex

Pawleys Island, South Carolina, United States

Overview

Leo is a goal-oriented Chief Financial Officer with over 30 years of experience across the advertising, transportation, manufacturing, and service industries. He is skilled in technology integration, international consolidations, and financial reporting, holding a Masters degree from Southern New Hampshire University and a certification in Mergers and Acquisitions.

Colleagues consistently describe Leo as a quintessential professional, a true team player, and a person of honesty and integrity. He is recognized for being great with people and for his ability to ask the tough questions needed to drive success.

He has successfully built entire accounting departments from the ground up and has led systems integrations for three different companies.

Personality Overview

Upfront

Demanding

Judgemental

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Technology Integration
He has initiated and completed systems integrations for three companies and is proficient in numerous accounting and reporting software suites like Great Plains, EPICOR, and Hyperion.
Financial Restructuring
His key achievements include negotiating major refinancing with favorable covenants and holds a certification in Mergers and Acquisitions.
Operational Efficiency
He has a track record of reducing month-end close cycles and building accounting departments from scratch to improve financial operations.

Media Appearances

Leo has no verified media appearances

Work History

6-2023
Chief Financial Officer at Servantex
9-2020 - 6-2023
Controller/CFO at Premier Healthcare Professionals
7-2014 - 9-2020
CFO at CorTech International
6-2013 - 6-2014
CFO/COO at Legacy Worldwide
8-2011 - 6-2013
Chief Financial Officer at ETCON Employment Solutions

Education

6-2019 - 3-2022
Master of Arts - MA from Southern New Hampshire University
1986 - 1990
Bachelor of Science from Bloomfield College

More Information

Social Presence :

Prographics :

Exp : 31 Location : Pawleys Island, South Carolina, United States Job Level : Leadership Designation : Chief Financial Officer at Servantex
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Insights For Selling To Leo

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leo is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Leo

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Leo move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Leo take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Leo

Personality Compatibility


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