Rachel Tressy, CPA, CIA, CRMA, NACD.DC

Questioner
DISC Type : c

Chief Auditor at Voya Financial

United States

Overview

Rachel Tressy is the EVP and Chief Auditor at Voya Financial, where she leads the Internal Audit and SOX teams. An SEC Qualified Financial Expert with a background at Cigna and Ernst & Young, she holds an MBA from the University of Connecticut and multiple certifications, including CPA and NACD. DC.

Outside of her corporate role, Rachel is deeply committed to community service. She serves as the board chair for Wheeler Health and is a board member for both Grace Academy and the Connecticut Society of CPAs. She also actively sponsors Voyas Volunteerism Council, demonstrating a strong passion for giving back.

Unique fact: She is the board chair for Wheeler Health, a prominent community health organization.

Personality Overview

Systematic

Value Seeker

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Analytics in Audit
Participated as an expert panelist in a webinar focused on embedding and scaling analytics within internal audit functions, showing a focus on modernizing the field.
Community Engagement
Demonstrates a strong commitment through her role as board chair for Wheeler Health and board positions at Grace Academy and the CT Society of CPAs.
Corporate Governance
Holds an NACD Directorship Certification and serves as a trusted strategic advisor with deep board participation, indicating a focus on high-level oversight.

Media Appearances

Rachel Tressy | Voya.com. Featured in Voya Financial

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Rachel Tressy Insider Trading Activity | Voya Financial, Inc.. Featured in Insiderflow.io

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Work History

8-2018
Chief Auditor at Voya Financial
8-2016 - 8-2018
VP, Head of Financial Control Risk at Voya Financial
6-2013 - 8-2016
Sr. Director Corporate Audit at Cigna
2-2012 - 6-2013
Select, Individual and Stop Loss Underwriting at Cigna
8-2009 - 2-2012
Enterprise Controller at Cigna

Education

1991 - 1993
MBA from University of Connecticut School of Business
1987 - 1991
BA from College of the Holy Cross

More Information

Social Presence :

Prographics :

Exp : 33 Location : United States Job Level : N/A Designation : Chief Auditor at Voya Financial
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Rachel

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Rachel take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Rachel

Personality Compatibility


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