Matthew Menard, CPA

Evaluator
DISC Type : CSD

Senior Vice President - Chief Financial Officer at Middlesex Federal Savings

Boston, Massachusetts, United States

Overview

Matthew has no verified overview

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

5-2022
Senior Vice President - Chief Financial Officer at Middlesex Federal Savings
10-2020 - 5-2022
Senior Audit Manager at Wolf & Company, P.C.
10-2018 - 10-2020
Audit Manager at Wolf & Company, P.C.
10-2016 - 10-2018
Audit Supervisor at Wolf & Company, P.C.
10-2014 - 10-2016
Audit Senior at Wolf & Company, P.C.

Education

2011 - 2012
Master's in Public Accountancy from Bryant University
2007 - 2011
Bachelor of Science (B.S.) from Bentley University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Senior Vice President - Chief Financial Officer at Middlesex Federal Savings
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Matthew

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Matthew take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Matthew

Personality Compatibility


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