Roma Desai, CPA

Energizer
DISC Type : I

Executive Director, Compliance Strategy and Chief of Staff at CVS Health

Glastonbury, Connecticut, United States

Overview

Roma Desai is the Executive Director of Compliance Strategy and Chief of Staff at CVS Health. Her career is rooted in the healthcare and insurance sector, with extensive experience in audit and compliance roles at both CVS Health and Aetna. She holds both a Bachelor of Science and a Masters degree from the University of Connecticut.

Personality Overview

Imaginative

Big Picture Person

Enthusiastic

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Compliance Strategy
Her current title is Executive Director, Compliance Strategy, indicating a focus on high-level planning and execution in corporate compliance.
Healthcare Auditing
She has a significant background in various audit director and manager roles at Aetna, covering both government and commercial sectors.
Corporate Integrity
A previous role involved being Chief of Staff for "Compliance & Integrity" at CVS Health, highlighting a focus on ethical corporate conduct.

Media Appearances

Roma has no verified media appearances

Work History

2-2023
Executive Director, Compliance Strategy and Chief of Staff at CVS Health
2-2021 - 2-2023
Director, Compliance; Chief of Staff, Compliance & Integrity at CVS Health
11-2018 - 2-2021
Audit Director - Government at Aetna
1-2016 - 2-2023
Audit Manager - Commercial at Aetna
2-2014 - 2-2023
Audit Project Manager - Commercial at Aetna

Education

2008 - 2009
Masters from University of Connecticut
2004 - 2008
Bacholar of Science from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 17 Location : Glastonbury, Connecticut, United States Job Level : Senior Designation : Executive Director, Compliance Strategy and Chief of Staff at CVS Health
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Insights For Selling To Roma

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk anecdotally about the customer experience that your product offers
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roma is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Roma

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Roma move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Roma take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Roma

Personality Compatibility


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