Phillip Schultz, CPA

Critic
DISC Type : C

Senior Tax Manager at KerberRose

Green Bay, Wisconsin, United States

Overview

Phillip has no verified overview

Personality Overview

Information Seeker

Objective Thinker

Negotiator

They don’t appreciate bells and whistles unless backed by data.  They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Phillip has no verified topics they care about

Media Appearances

Phillip has no verified media appearances

Work History

1-2026
Senior Tax Manager at KerberRose
10-2022 - 1-2026
Tax Manager at KerberRose
9-2018 - 10-2022
Senior Accountant at KerberRose
7-2014 - 3-2017
Accountant at Bayland Veneer, Inc.
8-2013 - 5-2014
Tutor at Mid-State Technical College

Education

2014 - 2017
Bachelor's degree from Lakeland University
2012 - 2014
Associate of Arts and Sciences (AAS) from Mid-State Technical College

More Information

Social Presence :

Prographics :

Exp : 23 Location : Green Bay, Wisconsin, United States Job Level : Middle Designation : Senior Tax Manager at KerberRose
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Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Phillip

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Phillip move?

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

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

You And Phillip

Personality Compatibility


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