Lisa Beal

Collaborator
DISC Type : is

Vice President Project Management at Citi

United States

Overview

Lisa has no verified overview

Personality Overview

Good Listener

Consensus Builder

Fair-minded

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

9-2025
Vice President Project Management at Citi
2-2025 - 5-2025
Project Manager at Acima
5-2024 - 12-2024
Senior Business Analyst/Project Manager/Vendor Manager at CMG Financial
11-2022 - 4-2024
Project Manager/Business Analyst/Vendor Manager at Sefcu mortgage
9-2022 - 12-2022
Project Manager/Business Analyst at Capital One

Education

2009 - 2012
Project Management from The George Washington University School of Business

More Information

Social Presence :

Prographics :

Exp : 2 Location : United States Job Level : Senior Designation : Vice President Project Management at Citi
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • When asking them questions, sound relatable and informal

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Lisa

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Lisa take some risk or not?

  • They are unlikely to take many risks.

You And Lisa

Personality Compatibility


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