Scott Levine, CPA

Observer
DISC Type : ic

Chief Financial Officer at Cresilon

New York City Metropolitan Area, United States

Overview

Scott Levine is a hands-on CFO at Cresilon, a biotechnology firm, with deep expertise in guiding SaaS and tech companies through significant growth. He has successfully raised over $150 million in funding and managed multiple exits totaling $400 million in value. He holds an MBA from Baruch College.

Outside of his primary role, Scott is the co-founder of Scotts Protein Balls, a company he started with his wife, Lori. He created the original recipe for her as a healthy snack option during her recovery from breast cancer, turning a personal mission into a successful business.

He is the creator and namesake of Scotts Protein Balls, a nationally distributed healthy snack brand.

Personality Overview

Assertive

Example Seeker

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Biotech Finance
As the current CFO of Cresilon, a biotechnology company, he is deeply involved in the financial strategy and growth of the firm.
Startup Fundraising
Has a proven track record of raising significant capital, having secured over $150 million in private equity and debt for various companies.
Health & Wellness
Co-founded Scott's Protein Balls, a company focused on clean, plant-based, and healthy snacks, inspired by his wife's health journey.

Media Appearances

Scott has no verified media appearances

Work History

11-2022
Chief Financial Officer at Cresilon
5-2022 - 10-2022
Advisor at Holler
7-2020 - 5-2022
Chief Financial Officer at Holler
6-2020
Advisor at Scott's Protein Balls
4-2020 - 4-2021
Financial Advisor at One Medical Passport

Education

1991 - 1993
MBA from Baruch College
1982 - 1987
BA from University at Buffalo

More Information

Social Presence :

Prographics :

Exp : 32 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at Cresilon
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Scott

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Scott take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Scott

Personality Compatibility


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