Wendy Pineda

Energizer
DISC Type : I

Manager of Client Accounting Advisory Services at DWG CPA PLLC

Houston, Texas, United States

Overview

Wendy has no verified overview

Personality Overview

Full Of Energy

Big Picture Person

Believer

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Wendy has no verified topics they care about

Media Appearances

Wendy has no verified media appearances

Work History

9-2020
Manager of Client Accounting Advisory Services at DWG CPA PLLC
12-2016 - 9-2020
Tax Lead at DWG CPA PLLC
10-2012 - 9-2020
Senior Accountant at DWG CPA PLLC
4-2008 - 12-2013
Musician at Christ Church Cathedral, Houston, TX
12-2009 - 10-2012
KGOL Administrative Assistant at Entravision Communications

Education

2010 - 2011
Master of Science (MS) from Prairie View A&M University
2007 - 2010
BBA from University of Houston

More Information

Social Presence :

Prographics :

Exp : 22 Location : Houston, Texas, United States Job Level : Middle Designation : Manager of Client Accounting Advisory Services at DWG CPA PLLC
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Insights For Selling To Wendy

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Share some stories about how you you have helped people in similar positions succeed
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wendy is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Wendy

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Wendy move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Wendy take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Wendy

Personality Compatibility


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