Thomas Wheeland

Examiner
DISC Type : cs

Tax Director at Strohm Ballweg, LLP

St Louis, Missouri, United States

Overview

Thomas Wheeland is an experienced Tax Director at Strohm Ballweg, LLP, with a background that includes roles as a Tax Partner at FORVIS and Senior Managing Director at PwC. He holds a Bachelors in Business Administration from the University of Notre Dame and a Doctor of Law from Saint Louis University.

A dedicated "Girl Dad, " Thomas is a passionate fan of womens sports, particularly the Indy Ignite volleyball team. He is the Board Chair for Access Academies, which provides scholarships and enrichment programs for underserved students, and encourages others to attend fundraising events.

He is a law school graduate who has built a distinguished career in the highly specialized field of tax advisory and accounting.

Personality Overview

Status Quo Seeker

Late Adopter

Tough To Convince

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. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Insurance Taxation
His career includes serving as Tax Partner for Insurance Services at FORVIS and holding senior roles at other major accounting and advisory firms.
Youth Enrichment
Serves as Board Chair for Access Academies, an organization providing enrichment, counseling, and scholarships to underserved students from middle school through college.
Women's Volleyball
He is an avid fan of the Indy Ignite volleyball team, has attended multiple games, and is a passionate supporter of women's sports.

Media Appearances

Thomas has no verified media appearances

Work History

7-2024
Tax Director at Strohm Ballweg, LLP
1988
Big Daddy at Wheeland Family
6-2022 - 5-2024
Tax Partner, Insurance Services at FORVIS
BKD CPAs & Advisors at 10 yrs 6 mos
1-1992 - 10-2012
Senior Managing Director at PricewaterhouseCoopers

Education

1980 - 1984
Bachelor of Business Administration (B.B.A.) from University of Notre Dame - Mendoza College of Business
1985 - 1987
Doctor of Law (J.D.) from Saint Louis University School of Law

More Information

Social Presence :

Prographics :

Exp : 27 Location : St Louis, Missouri, United States Job Level : Mid-senior Designation : Tax Director at Strohm Ballweg, LLP
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Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Thomas

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Thomas take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Thomas

Personality Compatibility


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