Tevin Preston, CPA

Go-getter
DISC Type : d

Chief Strategy & Growth Officer at WHA Insurance

Bend, Oregon, United States

Overview

Tevin has no verified overview

Personality Overview

Decisive

Challenger

Self-Confident

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Tevin has no verified topics they care about

Media Appearances

Tevin has no verified media appearances

Work History

1-2025
Chief Strategy & Growth Officer at WHA Insurance
3-2024 - 1-2025
Director of Accounting Operations at PacificSource Health Plans
3-2020 - 4-2024
Accounting Manager at PacificSource Health Plans
1-2019 - 3-2020
Manager at Jones & Roth CPAs and Business Advisors
12-2015 - 12-2018
Senior Accountant at Jones & Roth CPAs and Business Advisors

Education

2009 - 2013
BS from University of Oregon
2009 - 2013
BS from University of Oregon Lundquist College of Business

More Information

Social Presence :

Prographics :

Exp : 15 Location : Bend, Oregon, United States Job Level : Leadership Designation : Chief Strategy & Growth Officer at WHA Insurance
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Insights For Selling To Tevin

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tevin is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Tevin

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Tevin move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Tevin take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Tevin

Personality Compatibility


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