Trisha Smith, MBA

Commander
DISC Type : D

Everwise Credit Union Foundation Board Member at Everwise Credit Union

Indianapolis, Indiana, United States

Overview

Trisha has no verified overview

Personality Overview

Very Quick

Candid & Clear

Decisive

They are not focused on building rapport and relationships.  They respond better to strong and respectful interactions. They like to act fast and expect others to do the same.

Topics They Care About

Trisha has no verified topics they care about

Media Appearances

Trisha has no verified media appearances

Work History

1-2026
Everwise Credit Union Foundation Board Member at Everwise Credit Union
2-2025
VP of Marketing at Everwise Credit Union
1-2023 - 2-2025
Director of Growth Marketing at Helpful
1-2021 - 12-2022
VP of Marketing at Market Wagon
9-2018 - 12-2020
Executive Director at Clark-Pleasant Education Foundation

Education

2015 - 2019
Master of Business Administration (MBA) from University of Indianapolis
1999 - 2003
Bachelor of Science from University of Indianapolis

More Information

Social Presence :

Prographics :

Exp : N/A Location : Indianapolis, Indiana, United States Job Level : N/A Designation : Everwise Credit Union Foundation Board Member at Everwise Credit Union
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Insights For Selling To Trisha

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Hold your ground without indulging in one-upmanship
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Avoid being too verbose
  • Don't try too hard to forge relationships with them
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trisha is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Trisha

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Trisha move?

  • They can take decisions very fast if you manage to convince them.
  • Can Trisha take some risk or not?

  • The risks don’t matter much to them.

You And Trisha

Personality Compatibility


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