Ted Carlson

Questioner
DISC Type : c

Vice President at CBIZ Technology

New York City Metropolitan Area, United States

Overview

Ted Carlson is a technology executive who co-founded Marcum Technology, a $40 million IT consulting firm. With expertise in cybersecurity, data protection, and disaster recovery, he has a long history of managing major accounts and building solutions for large enterprises. Colleagues describe him as an exceptional leader and a true partner.

Outside of his technology career, Ted is involved in civic engagement, supporting charities like St. Judes Childrens Hospital. He actively attends executive roundtables and networking events in NYC, fostering connections with clients and business partners. He is also a New York Islanders hockey fan.

He serves on the board of SCO Family of Services, a non-profit that provides essential services to children and families.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Cybersecurity Trends
He frequently attends and hosts executive roundtables to discuss the latest trends and innovations in cybersecurity to protect firms from emerging threats.
Data Protection & DR
As co-founder of Marcum Technology, a key focus of his firm is providing robust business continuity and disaster recovery solutions to major clients.
Building Partnerships
His social posts consistently highlight a focus on creating strong connections between clients, suppliers, and business partners at various industry events.

Media Appearances

Ted has no verified media appearances

Work History

8-2025
Vice President at CBIZ Technology
9-2001
Co-Founder and President at Marcum Technology LLC
4-1997 - 8-2001
Senior account manager at Manchester Equipment
9-1989 - 3-1997
Networking Engineer at US Computer Group

Education

1997 - 1999
Farmingdale University from Farmingdale State College
1988 - 1990
Information Technology from Surburban Technical Institute

More Information

Social Presence :

Prographics :

Exp : 36 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President at CBIZ Technology
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Insights For Selling To Ted

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ted is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Ted

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ted move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Ted take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Ted

Personality Compatibility


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