Vanessa Ortega, CPA

Judge
DISC Type : Dc

Senior Manager - Finance at LerroSarbey, PLLC

Boca Raton, Florida, United States

Overview

Vanessa has no verified overview

Personality Overview

Features Driven

Objective Thinker

Fast But Wary

They prefer to be the ones controlling the conversation or defining the terms.  They take a lot of pride in personal achievements. They are not always relationship oriented.

Topics They Care About

Vanessa has no verified topics they care about

Media Appearances

Vanessa has no verified media appearances

Work History

1-2025
Senior Manager - Finance at LerroSarbey, PLLC
1-2024 - 1-2025
Senior Manager and Team Leader at The Siegfried Group
1-2022 - 1-2024
Manager and Team Leader at The Siegfried Group
8-2021 - 1-2022
Associate Manager and Team Leader at The Siegfried Group
10-2017 - 5-2019
Assurance Senior at EY

Education

2010 - 2013
Bachelor of Science from University of Florida
2014 - 2015
Master's degree from Florida Atlantic University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Boca Raton, Florida, United States Job Level : Middle Designation : Senior Manager - Finance at LerroSarbey, PLLC
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Insights For Selling To Vanessa

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Hold your ground without indulging in one-upmanship
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don't try too hard to forge relationships with them
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vanessa 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 Vanessa

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

Insights For Deal Planning

    How fast (or slow) will Vanessa move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Vanessa take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Vanessa

Personality Compatibility


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