Marie Holliday

Supporter
DISC Type : s

Regional Managing Partner at The Bonadio Group

Wilmington, Delaware, United States

Overview

Marie Holliday is the Regional Managing Partner for The Bonadio Group, leading their Wilmington office. With over 30 years of experience in public accounting, she specializes in tax compliance and planning for a variety of clients. Marie holds an MBA from the Alfred Lerner College of Business & Economics at the University of Delaware.

Deeply rooted in her community, Marie serves as the Board Chair for the Delaware State Chamber of Commerce. Outside of work, she enjoys playing golf, reading, exercising, and spending time with her husband and three children at South Bethany Beach. Her volunteer work has included the Newark Morning Rotary Club.

She was honored as the Board Member of the Year by the Delaware State Chamber of Commerce in 2021.

Personality Overview

Calm

Procedural

Social Proof Driven

They are unlikely to become strong champions as they don't prefer pushing other people.  They get along well with all people. Their decisions are defined by the possible value that they can bring to the organization.


Topics They Care About

Tax Strategy
Her career spans over 30 years focusing on tax compliance and planning, and she frequently shares insights on tax law changes and gifting rules.
Community Leadership
Serves as the Board Chair for the Delaware State Chamber of Commerce and has been involved with numerous local non-profits.
Staff Development
Her official biography states she is passionate about developing and encouraging staff growth, mentoring them into leaders and experts in their fields.

Media Appearances

Marie Holliday | The Bonadio Group. Featured in The Bonadio Group (official website)

See Now

Work History

12-2024
Regional Managing Partner at The Bonadio Group
12-2015 - 12-2024
Managing Director at Cover & Rossiter
12-2024
Director at Cover & Rossiter, PA

Education

Master of Business Administration - MBA from Alfred Lerner College of Business & Economics at University of Delaware

More Information

Social Presence :

Prographics :

Exp : 10 Location : Wilmington, Delaware, United States Job Level : N/A Designation : Regional Managing Partner at The Bonadio Group
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Insights For Selling To Marie

During A Call Or A Meeting

DO's

  • Talk about refund and cancellation policy if the need arises
  • Pause and ask them if they have any questions
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Avoid saying anything that sounds like a risky proposition
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marie is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Marie

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Marie move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Marie take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Marie

Personality Compatibility


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