Patti Thoma, CPA

Inspirer
DISC Type : id

Chief Financial Officer, Client Accounting and Advisory Services - Healthcare at CLA (CliftonLarsonAllen)

Greater Milwaukee, United States

Overview

Patti has no verified overview

Personality Overview

Confident & Optimistic

Decisive

Fast Adopter

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Patti has no verified topics they care about

Media Appearances

Patti has no verified media appearances

Work History

8-2021
Chief Financial Officer, Client Accounting and Advisory Services - Healthcare at CLA (CliftonLarsonAllen)
1-2020 - 8-2021
Controller at ADVENT
1-2018 - 12-2019
Director of Accounting and Finance at Advanced Pain Management, LLC
8-2003 - 7-2017
Regional Controller at American Dental Partners, Inc.
12-2000 - 8-2003
Manager, Consolidated Financial Reporting at Cobalt Corporation (Blue Cross & Blue Shield of Wisconsin)

Education

1980 - 1984
BS from Marquette University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Greater Milwaukee, United States Job Level : Leadership Designation : Chief Financial Officer, Client Accounting and Advisory Services - Healthcare at CLA (CliftonLarsonAllen)
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Insights For Selling To Patti

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Get them to a point where they are ready to bat for your product internally
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • 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 Patti is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Patti

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Patti move?

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

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

You And Patti

Personality Compatibility


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