William Shook, CPA

Cheerleader
DISC Type : Is

Director of Accounting at Cyberhaven

San Francisco, California, United States

Overview

William Shook is a Certified Public Accountant and the Director of Accounting at Cyberhaven. His expertise, drawn from public accounting and venture-backed startups, includes project management, solution implementations, and audit readiness. He is an alumnus of Oklahoma State University.

Outside of work, William is an avid cyclist who often spends weekends bicycling in the Bay Area hills. He enjoys connecting with new people and has extended an open invitation to join him on a local coffee shop ride.

He uniquely combines his passion for cycling and networking by inviting professional connections to meet for a ride.

Personality Overview

Cheerful

Considerate

Vocal & Expressive

Win-win scenarios can appeal strongly to them.  They are more likely to go for proven solutions. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Venture-Backed Startups
His career progression at companies like Cyberhaven and R-Zero showcases his expertise in navigating the financial complexities of high-growth, venture-backed tech environments.
Accounting Process Improvement
He specializes in solution implementations, audit readiness, and streamlining the month-end close, indicating a focus on operational efficiency in finance.
Bay Area Cycling
He states that he can usually be found bicycling in the Bay Area hills on weekends and is open to meeting for a 'coffee shop ride'.

Media Appearances

William has no verified media appearances

Work History

5-2025
Director of Accounting at Cyberhaven
8-2024 - 5-2025
Senior Accounting Manager at Cyberhaven
3-2024 - 8-2024
Senior Accounting Manager at R-Zero
4-2023 - 3-2024
Accounting Manager at R-Zero
4-2023 - 8-2024
Senior Accountant at Paravision

Education

2011 - 2015
Bachelor’s Degree from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 9 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Director of Accounting at Cyberhaven
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • When asking them questions, sound relatable and informal
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t give the impression of being unproven or risky
  • Don’t ask too many questions that sound too dry and objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from William

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will William move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can William take some risk or not?

  • They are unlikely to take many risks.

You And William

Personality Compatibility


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