Lisa Keal

Enthusiast
DISC Type : i

Accounting Manager at Amplify Credit Union

Townsend, Georgia, United States

Overview

Lisa Keal is an experienced Accounting Manager at Amplify Credit Union, holding a Bachelor of Business Administration from Pace University. Her career demonstrates a specialized focus on the credit union sector, with previous management roles at Northeast Credit Union and Connex Credit Union, showcasing deep industry expertise.

Based on her interests, Lisa appears to follow advancements in the automotive industry, particularly with innovative companies like Tesla. She also maintains a connection to her alma mater, Pace University, indicating a value for her educational background and its community.

She has built a career exclusively focused on accounting management within the credit union industry.

Personality Overview

Story Driven

Non-Confrontational

Amiable & Agreeable

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Credit Union Finance
Her entire professional history involves accounting management roles at various credit unions, including Amplify, Northeast, and Connex.
Financial Accounting
Serves as the Accounting Manager, directly overseeing the financial accounting functions within her organization.
Automotive Technology
Lists an interest in Tesla, suggesting a curiosity for innovation in the electric vehicle and technology space.

Media Appearances

Lisa has no verified media appearances

Work History

6-2022
Accounting Manager at Amplify Credit Union
9-2020 - 4-2022
Financial Accounting Manager, Northeast Credit Union at Northeast Credit Union
4-2013 - 9-2020
Accounting Manager at Connex Credit Union
3-2011 - 10-2012
Accounting Manager at The Simon Konover Company
1-1999 - 4-2011
Accounting Manager at American Home Partners, Inc.

Education

Bachelor of Business Administration - BBA from Pace University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Townsend, Georgia, United States Job Level : Middle Designation : Accounting Manager at Amplify Credit Union
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Lisa

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Lisa take some risk or not?

  • They can take some low-probability risks if needed.

You And Lisa

Personality Compatibility


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