Brittany M. Sherry CPA

Judge
DISC Type : Dc

Director of Finance Business Intelligence at Morningstar

Greater Chicago Area, United States

Overview

Brittany has no verified overview

Personality Overview

Fast But Wary

Demanding

Features Driven

They do not care very much about building rapport or relationships.  They respond better to strong and respectful interactions. They like to stay in control of the negotiation or defining of the terms.

Topics They Care About

Brittany has no verified topics they care about

Media Appearances

Brittany has no verified media appearances

Work History

1-2025
Director of Finance Business Intelligence at Morningstar
3-2022 - 1-2025
Senior Manager of FP&A - Business Intelligence and Reporting at Morningstar
10-2018 - 3-2022
Finance Business Intelligence Manager at Morningstar
10-2009 - 6-2010
Accountant at Qualigen Inc.
11-2008 - 7-2009
Accounting Intern at Morningstar

Education

2011 - 2017
Master of Business Administration (MBA) from Saint Xavier University
2007 - 2009
Bachelors from Saint Xavier University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Director of Finance Business Intelligence at Morningstar
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Insights For Selling To Brittany M.

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Make sure that you circle back fast on any action items, it wins their trust
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being a storyteller and don’t try to oversell
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brittany M. 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 Brittany M.

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

Insights For Deal Planning

    How fast (or slow) will Brittany M. move?

  • If convinced, they can reach decisions quite fast.
  • Can Brittany M. take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Brittany M.

Personality Compatibility


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