Todd Steinert

Critic
DISC Type : C

Chief Financial Officer at Stacy Witbeck

Walnut Creek, California, United States

Overview

Todd has no verified overview

Personality Overview

Information Seeker

Critic

ROI Driven

They are quite likely to negotiate on pricing or other key terms.  They choose to analyze logically and value facts to emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Todd has no verified topics they care about

Media Appearances

Todd has no verified media appearances

Work History

3-2025
Chief Financial Officer at Stacy Witbeck
11-2019 - 3-2025
Chief Financial Officer at BCCI Construction Company
2-2015 - 11-2019
VP and CFO of Aegion Energy Services at Aegion Corporation
9-2011 - 2-2015
Controller at Brinderson
11-2006 - 9-2011
Sr. Manager of Finance at Craig Realty Group

Education

2004 - 2006
MBA from University of California, Irvine - The Paul Merage School of Business
1994 - 2001
B.A. Global Economics from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Walnut Creek, California, United States Job Level : Leadership Designation : Chief Financial Officer at Stacy Witbeck
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Todd

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Todd take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Todd

Personality Compatibility


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