Nancy Carter

Inspirer
DISC Type : id

VP of Finance at Tulsa Regional Chamber

Tulsa, Oklahoma, United States

Overview

Nancy Carter is the Senior Vice President of Finance & IT at the Tulsa Regional Chamber, where she leverages extensive experience in both non-profit and corporate financial oversight. A Certified Public Accountant, she holds a Masters and a Bachelors degree from Oklahoma State University, with a career foundation in the energy sector.

She has demonstrated a commitment to community development through active participation on the Board of Directors for the Tulsa Honor Academy, where she also served as the Finance Committee Chair.

Personality Overview

Achievment Oriented

Generous

Confident & Optimistic

They don’t mind taking a stand if they believe in something.  They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Non-Profit Finance
Holds the senior finance role at the Tulsa Regional Chamber and has served as Finance Committee Chair for the Tulsa Honor Academy.
Energy Sector Accounting
Previous roles at Williams Company and Oxy involved complex financial activities for refining, marketing, derivatives, and natural gas liquids.
Financial System Design
Previously designed, tested, and implemented a new inventory and point-of-sale system, and developed mainframe reports.

Media Appearances

Chamber hosts State of the Economy and Tulsa's Future 2024 Annual Meeting. Featured in Tulsa Regional Chamber News

See Now

Work History

3-2013
VP of Finance at Tulsa Regional Chamber
10-2012
Consultant at Tulsa Chamber of Commerce
2003 - 2012
Director at SEG
1992 - 2003
Manager, Refining and Marketing at Williams Company
1984 - 1992
Senior Accountant at Oxy

Education

1981 - 1982
Master's degree from Oklahoma State University
1977 - 1981
Bachelor's degree from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 44 Location : Tulsa, Oklahoma, United States Job Level : Senior Designation : VP of Finance at Tulsa Regional Chamber
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Insights For Selling To Nancy

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation
  • Look like someone who is on top of their game

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nancy is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Nancy

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Nancy move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Nancy take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Nancy

Personality Compatibility


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