Richard Shum, CPA

Supporter
DISC Type : s

Sr. Manager, Accounting at Inari Medical

Westminster, California, United States

Overview

Richard Shum is the Senior Manager of Accounting at Inari Medical, where he has progressed from an Accounting Manager role. He began his career in public accounting at EY, building a foundation in assurance services. Richard holds a Bachelor of Arts from California State University, Fullerton.

He recently celebrated a promotion to his current senior manager position, reflecting his growth and contributions within Inari Medical.

Personality Overview

Slow To Decisions

Calm

Social Proof Driven

They maintain good relationships with everyone, internally and externally.  They prefer to follow rules and procedures. They are motivated by the potential impact of their decision on the organization.

Topics They Care About

Corporate Accounting
He manages accounting functions at Inari Medical, demonstrating expertise in the corporate accounting environment.
Public Accounting
His career started in assurance at EY, giving him a strong foundation in public accounting principles and practices.
Medical Device Industry
[Predicted] Working at Inari Medical suggests an interest in the financial and operational aspects of the medical device sector.

Media Appearances

Richard has no verified media appearances

Work History

6-2024
Sr. Manager, Accounting at Inari Medical
2-2020 - 6-2024
Accounting Manager at Inari Medical
10-2017 - 2-2020
Assurance Senior at EY
11-2015 - 10-2017
Assurance Staff at EY

Education

Bachelor of Arts (B.A.) from California State University, Fullerton
Education details unavailable from La Quinta High School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Westminster, California, United States Job Level : Middle Designation : Sr. Manager, Accounting at Inari Medical
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • If possible, connect them to existing customers
  • Pause and ask them if they have any questions
  • Focus your pitch on the impact that you could help them have on their organization

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Richard

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Richard take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Richard

Personality Compatibility


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