Razvan Petric, CPA

Enthusiast
DISC Type : i

Co-Founder at WEM

New York City Metropolitan Area, United States

Overview

Razvan Petric is a Certified Public Accountant and the founder of Root Financial, where he serves as a virtual CFO for social entrepreneurs. A graduate of Fordham University, he specializes in helping mission-driven founders build profitable, sustainable businesses that reward them for their risks and hard work.

He is passionate about supporting underrepresented entrepreneurs, having co-founded WEM to provide financial solutions for mothers running businesses. He also mentors Black and Brown social entrepreneurs through organizations like the Represented Foundation, helping them grow their companies and impact.

He once had to experience a nervous breakdown on vacation to realize the critical importance of disconnecting and creating a separation between work and personal life.

Personality Overview

Amiable & Agreeable

Story Driven

Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Founder Profitability
Helps founders escape the "start-up trap" of being overworked and underpaid, focusing on building businesses that are financially sustainable and rewarding for the owner.
Social Entrepreneurship
Focuses on guiding clients who balance profit with purpose and actively mentors Black and Brown social entrepreneurs to help them secure funding and grow their impact.
Supporting Mothers
Co-founded WEM to provide simple, compassionate, and non-judgmental financial solutions for mothers balancing the challenges of entrepreneurship and family life.

Media Appearances

Razvan has no verified media appearances

Work History

1-2022 - 12-2023
Co-Founder at WEM
8-2018
Principal at Root Financial
10-2016 - 10-2018
Controller at Porter Hospitality
9-2016 - 10-2018
Controller at The Dutchess
4-2016 - 10-2018
Controller at Fueled

Education

2008 - 2012
Bachelor of Science (B.S.) from Fordham University

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Co-Founder at WEM
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Insights For Selling To Razvan

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Razvan is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Razvan

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Razvan move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Razvan take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Razvan

Personality Compatibility


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