Shepard Toney, CISA

Energizer
DISC Type : I

SENIOR INTERNAL IT AUDITOR at US LBM

Union, New Jersey, United States

Overview

Shepard Toney is a Senior IT Auditor at Wells Fargo with over 15 years of experience. A Bachelor of Business Administration from Baruch College and a CISA certification holder, he specializes in IT audit engagements, leveraging expertise in SOX, COSO, and COBIT frameworks. Colleagues describe him as knowledgeable and a great project manager.

There is no publicly available information regarding Shepards personal life or hobbies.

Personality Overview

Informal

Believer

Relationship Oriented

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. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

IT Risk & Controls
His entire career is focused on assessing the effectiveness of IT controls and identifying risks, backed by his CISA certification and experience with frameworks like COSO and COBIT.
Audit Frameworks
He has extensive experience applying SOX, COSO, and COBIT frameworks to plan, execute, and report on IT audits for major financial institutions.
System Compliance
A recommendation highlights his deep understanding of system compliance, a critical aspect of his IT audit roles at Wells Fargo, JPMorgan Chase, and US LBM.

Media Appearances

Shepard has no verified media appearances

Work History

12-2023
SENIOR INTERNAL IT AUDITOR at US LBM
1-2023 - 6-2023
IT AUDITOR/OPERATIONS TECHNOLOGY at JPMorganChase
9-2021 - 1-2023
LEAD IT AUDITOR at QBE Insurance
8-2019 - 9-2021
Senior Information Technology Auditor at Wells Fargo
4-2018 - 4-2019
INFO SECURITY ANALYST III at TD Bank, N.A. (US unit)...

Education

1984 - 1990
Bachelor of Business Administration (BBA) from Baruch College

More Information

Social Presence :

Prographics :

Exp : 10 Location : Union, New Jersey, United States Job Level : N/A Designation : SENIOR INTERNAL IT AUDITOR at US LBM
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Insights For Selling To Shepard

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Invite them for a lunch or a drink/coffee
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shepard is

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

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

Insights For Deal Planning

    How fast (or slow) will Shepard move?

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

  • They can take certain risks that are unlikely to have personal consequences.

You And Shepard

Personality Compatibility


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