Lisa Celli

Inquirer
DISC Type : cd

SVP, Commercial Lending at California Coast Credit Union

San Diego, California, United States

Overview

Lisa has no verified overview

Personality Overview

Judgemental

Demanding

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

10-2020
SVP, Commercial Lending at California Coast Credit Union
4-2018 - 10-2020
VP, Business Program Manager at California Bank & Trust
7-2003 - 3-2018
Manager, Business Lending at California Coast Credit Union

Education

8-2023 - 5-2025
Master of Business Administration - MBA from University of San Diego
2003 - 2005
BBA from University of San Diego

More Information

Social Presence :

Prographics :

Exp : 22 Location : San Diego, California, United States Job Level : Leadership Designation : SVP, Commercial Lending at California Coast Credit Union
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Highlight the competitive differentiation of your product
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Lisa

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • Their decision making speed is somewhere in the middle.
  • Can Lisa take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Lisa

Personality Compatibility


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