Steven Winkelmann, CPA, CMA

Examiner
DISC Type : cs

Chief Financial Officer at Mobiltex Data

Greater Calgary Metropolitan Area, Canada

Overview

Steven has no verified overview

Personality Overview

Process Oriented

Unexpressive

Status Quo Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Steven has no verified topics they care about

Media Appearances

Steven has no verified media appearances

Work History

6-2019
Chief Financial Officer at Mobiltex Data
10-2016 - 5-2019
Chief Financial Officer at SMART Technologies
9-2015 - 10-2016
Interim Chief Financial Officer at SMART Technologies
12-2012 - 9-2015
Treasurer at SMART Technologies
4-2008 - 6-2010
Director, Treasury at Maxim Power Corp.

Education

2008 - 2011
CMA from Certified Management Accountants
1994 - 1999
BComm from University of Calgary

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Calgary Metropolitan Area, Canada Job Level : Leadership Designation : Chief Financial Officer at Mobiltex Data
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Steven

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Steven take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Steven

Personality Compatibility


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