Michelle U.

Critic
DISC Type : C

PMA - Revered Concierge Consulting of Raymond James at Raymond James

Greater Tampa Bay Area, United States

Overview

Michelle has no verified overview

Personality Overview

ROI Driven

Critic

Precise

They like to do things independently and don’t look for support from others.  They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions.

Topics They Care About

Michelle has no verified topics they care about

Media Appearances

Michelle has no verified media appearances

Work History

7-2025
PMA - Revered Concierge Consulting of Raymond James at Raymond James
12-2018 - 7-2025
Executive Director of Operations & Marketing at Sandy Morris Financial and Estate Planning Services, LLC
1-2018 - 12-2018
Senior Business Project Manager - Office of the CEO at NES Health
10-2016 - 1-2018
Executive Director of Marketing & Strategic Projects at Sandy Morris Financial and Estate Planning Services, LLC
7-2015 - 10-2016
Senior Legal Executive Assistant to the Global General Counsel at Cunningham Lindsey

Education

2012 - 2014
Associate's degree from Universidad Domínico Americano
Oratory and Masters of Ceremony Certification from COIINTER

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Tampa Bay Area, United States Job Level : N/A Designation : PMA - Revered Concierge Consulting of Raymond James at Raymond James
URL has been copied!

Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michelle is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Michelle

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Michelle move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Michelle take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Michelle

Personality Compatibility


Other Raymond James Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.