Matthew Caldwell, CPA

Editor
DISC Type : CS

Board Member at Oklahoma Development Finance Authority

Sallisaw, Oklahoma, United States

Overview

Matthew has no verified overview

Personality Overview

Self-Disciplined

Late Adopter

Objective Thinker

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

10-2022
Board Member at Oklahoma Development Finance Authority
10-2016
Oklahoma Region President at National Bank of Sallisaw, a Division of First National Bank of Ft. Smith
1-2012
Board of Directors at National Bank of Sallisaw
4-1998 - 9-2024
Exec. Vice President, Business Development at National Bank of Sallisaw

Education

1983 - 1985
BS from Oklahoma State University
1991 - 1991
Graduate Commercial Lending from ABA Graduate Lending School

More Information

Social Presence :

Prographics :

Exp : 27 Location : Sallisaw, Oklahoma, United States Job Level : N/A Designation : Board Member at Oklahoma Development Finance Authority
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Matthew

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Matthew take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Matthew

Personality Compatibility


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