Stephen M Coulter

Evaluator
DISC Type : Cds

Client Executive at CAC Group

Cincinnati, Ohio, United States

Overview

Stephen has no verified overview

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Stephen has no verified topics they care about

Media Appearances

Stephen has no verified media appearances

Work History

9-2025
Client Executive at CAC Group
4-2025 - 9-2025
Account Executive, Private Equity Group at NFP, an Aon company
3-2024 - 4-2025
Account Executive at Thompson Flanagan
9-2022 - 3-2024
Senior Account Manager at Thompson Flanagan
2-2021 - 7-2022
Client Executive at HAUSER

Education

2011 - 2015
Bachelor of Science in Business Administration from Xavier University
2007 - 2011
Education details unavailable from Boston College High School

More Information

Social Presence :

Prographics :

Exp : N/A Location : Cincinnati, Ohio, United States Job Level : N/A Designation : Client Executive at CAC Group
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Insights For Selling To Stephen M

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen M is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Stephen M

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Stephen M move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Stephen M take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Stephen M

Personality Compatibility


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