Michael Ippolito, CFA, CFP®

Examiner
DISC Type : cs

Director, Finance & Investments at The Community Foundation of Sarasota County

Sarasota, Florida, United States

Overview

Michael has no verified overview

Personality Overview

Late Adopter

Process Oriented

Unexpressive

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Michael has no verified topics they care about

Media Appearances

Michael has no verified media appearances

Work History

2-2025
Director, Finance & Investments at The Community Foundation of Sarasota County
9-2023 - 2-2025
Director of Finance at Selah Freedom
7-2023 - 12-2024
Founder & Lead Consultant at Coastal CFO Consultants, LLC
8-2017 - 8-2023
Chief Financial Officer at The Octex Group of Companies
5-2016 - 4-2017
Wealth Strategist at Seaside National Bank & Trust

Education

1982 - 2007
Bachelors Degree from Washington State University - College of Business and Economics
1982 - 1986
Bachelor's degree from Washington State University

More Information

Social Presence :

Prographics :

Exp : 38 Location : Sarasota, Florida, United States Job Level : Mid-senior Designation : Director, Finance & Investments at The Community Foundation of Sarasota County
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Michael

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Michael take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Michael

Personality Compatibility


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