Margell Newbold

Questioner
DISC Type : c

Strategic Assistant to CEO at Travis W. Watkins Tax

Oklahoma City, Oklahoma, United States

Overview

Margell Newbold is a high-level administrative professional serving as the Strategic Assistant to the CEO at Travis W. Watkins Tax. Her career is highlighted by extensive experience supporting C-suite executives, with past roles in the energy sector and state government. She holds a BS from the University of Maryland.

With deep roots in Oklahomas energy sector, including her time at The Petroleum Alliance, Margell maintains a strong interest in policies affecting the industry. Her academic background is also unique, featuring studies in Criminal Justice at Athens State University, pointing to a diverse set of interests.

Unique fact: Margell previously served as the Executive Assistant to J. Kevin Stitt, the Governor of Oklahoma.

Personality Overview

Price-Sensitive

Systematic

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Tax Policy
Works for a prominent tax firm and has publicly commented on the impact of gross production taxes, showing a direct professional and personal interest in the subject.
Energy Sector
Her background includes roles at IDEX Energy and The Petroleum Alliance of Oklahoma, indicating deep familiarity with the energy industry's operations and regulatory environment.
State Government
Having served as the Executive Assistant to the Governor of Oklahoma, she possesses firsthand experience with state-level administration, policy-making, and political processes.

Media Appearances

Margell has no verified media appearances

Work History

6-2023
Strategic Assistant to CEO at Travis W. Watkins Tax
9-2022 - 6-2023
Executive Assistant at IDEX Energy and IDEX Advanced Flow Solutions
9-2019 - 6-2022
Executive Assistant to Governor J. Kevin Stitt at State of Oklahoma
12-2016 - 9-2019
Executive Assistant to the President at The Petroleum Alliance of Oklahoma
7-2014 - 12-2016
Compliance Specialist at TSC Environmental

Education

1990 - 1992
BS from University of Maryland
1989 - 1990
Criminal Justice from Athens State University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Oklahoma City, Oklahoma, United States Job Level : Leadership Designation : Strategic Assistant to CEO at Travis W. Watkins Tax
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Insights For Selling To Margell

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Margell is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Margell

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Margell move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Margell take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Margell

Personality Compatibility


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