Beau Dalton, CPA in

Beau Dalton, CPA

Login to view DISC.
Manager, Business Transformation at CFGI
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
8 Years
Current Role
Manager, Business Transformation
Job Level
Middle
Location
New York City Metropolitan Area, United States
Personality Overview

How Beau shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Beau cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

5-2025
Manager, Business Transformation
CFGI
8-2024 - 5-2025
Manager - Transaction Advisory
Grant Thornton (US)
1-2022 - 8-2024
Senior Associate - Strategy & Transactions
Grant Thornton (US)
3-2021 - 1-2022
Senior Associate - Transaction Advisory Services
Dixon Hughes Goodman LLP
7-2020 - 3-2021
Senior Auditor
Citrin Cooperman
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2012 - 2016
Bachelor's degree
Loyola University Maryland
2015 - 2015
Accounting and Finance
Universidad de Alcalá
2012
Education details unavailable
Iona Preparatory School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other CFGI Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Beau. Free, 10 seconds.