Charlie Willis

Wildcard
DISC Type : cis

Managing Director at Deloitte

Philadelphia, Pennsylvania, United States

Overview

Charlie Willis is a Managing Director in Deloittes Risk & Financial Advisory practice with 25 years of experience in technology risk. He leverages a deep background in IT operations to lead engagements in cloud computing and internal audits. Colleagues describe him as smart, driven, and technically sound, with key contributions to the CCSP certification.

Outside of his extensive professional commitments, Charlie shows an interest in supporting local youth and community development, demonstrated by his contributions to organizations like the Girl Scouts of Eastern Pennsylvania. He also maintains an interest in Rutgers University.

Unique fact: He is a key thought leader who has developed cloud computing training curriculum for ISACA and contributed to industry certifications.

Personality Overview

Friendly But Slow

Curious But Skeptical

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Cloud Risk & Assurance
He is Deloitte's primary contact for internal audit cloud services and has authored multiple papers on managing risk in the cloud.
IT Controls Frameworks
His profile highlights extensive experience assisting clients across multiple frameworks, including NIST, ISO, COBIT, and HITRUST.
Internal Audit Modernization
He is a frequent speaker at industry events on the evolving role of internal audit in the context of cloud technologies.

Media Appearances

Charlie Willis, Managing Director | Deloitte US. Featured in Deloitte

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Charlie Willis – Deloitte Profile. Featured in Deloitte

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Work History

9-2017
Managing Director at Deloitte
9-2013 - 9-2017
Specialist Leader at Deloitte
10-2009 - 9-2013
Senior Manager at Deloitte
7-2005 - 9-2009
Manager at Deloitte
5-1991 - 6-2005
Many..and then some... at Kyocera

Education

1986 - 1990
Education details unavailable from Rutgers University
Education details unavailable from Pennsauken High School

More Information

Social Presence :

Prographics :

Exp : 34 Location : Philadelphia, Pennsylvania, United States Job Level : Mid-senior Designation : Managing Director at Deloitte
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Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Charlie

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Charlie move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Charlie take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Charlie

Personality Compatibility


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