Terri McElroy

Observer
DISC Type : ci

Director of Corporate Finance at Alex Lee, Inc.

Cornelius, North Carolina, United States

Overview

Terri McElroy is a results-driven senior leader with over 28 years of experience in corporate finance, accounting, and business development. A graduate of the University of North Carolina at Charlotte, she has a proven track record of managing high-level projects and cultivating key business relationships across commercial and government sectors.

Demonstrating a commitment to her community, Terri serves as a Foundation Board Member for Southwestern Community College. This involvement suggests a personal interest in supporting higher education and fostering local economic development through educational initiatives.

As the former CEO of BalsamWest, Terri successfully led the deployment of a critical fiber optic network for a residential community, showcasing her strong operational and project management skills.

Personality Overview

Value Driven

Example Seeker

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Corporate Finance
Her career spans over 28 years in finance and accounting, currently serving as the Director of Corporate Finance at Alex Lee, Inc.
Telecom Infrastructure
As the former CEO of BalsamWest, she has direct experience leading the design and installation of fiber optic networks.
Community Development
Serves as a Foundation Board Member for Southwestern Community College, indicating a passion for supporting local education and growth.

Media Appearances

Terri has no verified media appearances

Work History

11-2024
Director of Corporate Finance at Alex Lee, Inc.
11-2023 - 10-2024
Principal, Telecommunications at CLA (CliftonLarsonAllen)
8-2021 - 10-2023
Manager, Telecommunications at CLA (CliftonLarsonAllen)
11-2011 - 10-2020
CEO at BalsamWest
1-2011 - 10-2011
Director of Accounting at DukeNet Communications

Education

1988 - 1992
BS from University of North Carolina at Charlotte
1988 - 1992
BS from UNC Charlotte Belk College of Business

More Information

Social Presence :

Prographics :

Exp : 32 Location : Cornelius, North Carolina, United States Job Level : Mid-senior Designation : Director of Corporate Finance at Alex Lee, Inc.
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Insights For Selling To Terri

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Terri is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Terri

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Terri move?

  • They like to analyze well and then make their decisions.
  • Can Terri take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Terri

Personality Compatibility


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