Svetlana Kot

Researcher
DISC Type : Cs

Vice President, Finance and Operations & Chief Compliance Officer at Rebalance

Tulsa Metropolitan Area, United States

Overview

Svetlana has no verified overview

Personality Overview

Perfectionist

Detail Oriented

Process Focused

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Svetlana has no verified topics they care about

Media Appearances

Svetlana has no verified media appearances

Work History

1-2026
Vice President, Finance and Operations & Chief Compliance Officer at Rebalance
1-2023 - 12-2025
Vice President of Finance and Operations at Rebalance
5-2021 - 6-2022
Controller at EQIFi
2-2021 - 1-2023
Controller at EQIBank
6-2019 - 3-2021
Director of Finance at Tulsa Ballet

Education

Certificate from The University of Tulsa
MSBA from The University of Tulsa

More Information

Social Presence :

Prographics :

Exp : 9 Location : Tulsa Metropolitan Area, United States Job Level : Leadership Designation : Vice President, Finance and Operations & Chief Compliance Officer at Rebalance
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Insights For Selling To Svetlana

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Svetlana is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Svetlana

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Svetlana move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Svetlana take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Svetlana

Personality Compatibility


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