Moshe Mandelbaum, CPA

Energizer
DISC Type : I

Business Advisor at Veren Partners

Bergenfield, New Jersey, United States

Overview

Moshe has no verified overview

Personality Overview

Enthusiastic

Big Picture Person

Imaginative

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Moshe has no verified topics they care about

Media Appearances

Moshe has no verified media appearances

Work History

6-2025
Business Advisor at Veren Partners
3-2024
Chief Financial Officer at Private Family Office
11-2022
Deputy CFO and Director of Operations at Private Family Office
8-2020 - 12-2022
Controller and Director of Operations at Private Family Office
8-2020
Principal at Highgate Advisors

Education

Accounting and Finance from Touro University
1-1990 - 6-1994
BS from Touro University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Bergenfield, New Jersey, United States Job Level : Leadership Designation : Business Advisor at Veren Partners
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Insights For Selling To Moshe

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid cutting into their flow
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Moshe is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Moshe

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Moshe move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Moshe take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Moshe

Personality Compatibility


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