Chris Whitfield

Enthusiast
DISC Type : i

Controller at Summit Partners

Somerville, Massachusetts, United States

Overview

Chris Whitfield serves as a Controller at Summit Partners, leveraging over 12 years of experience as a CPA in both public and private accounting. His expertise centers on the financial services and alternative assets sectors, with a background in audit at Grant Thornton and KPMG. He holds a masters degree from the University of Connecticut.

He helps manage the finances for a middle-market private equity firm with over $2. 5 billion in assets under management.

Personality Overview

Amiable & Agreeable

Consensus Focused

Story Driven

They agree with others often, so exercise caution when relying on their word.  They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Private Equity Finance
Serves as Controller at Summit Partners and was previously an Accounting Manager at Nautic Partners, both private equity firms.
Partnership Accounting
This is listed as one of his core specialties, honed through extensive experience with fund and general partner entity accounting.
Financial Reporting
Has significant experience preparing and reviewing financial statements and SEC compliance packages for various financial institutions.

Media Appearances

Chris has no verified media appearances

Work History

8-2017
Controller at Summit Partners
11-2012 - 8-2017
Accounting Manager at Nautic Partners, LLC
8-2011 - 11-2012
Audit Manager at Grant Thornton LLP
3-2008 - 8-2011
Associate Manager at The Siegfried Group, LLP
1-2005 - 2-2008
senior associate at KPMG

Education

2000 - 2004
masters from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 21 Location : Somerville, Massachusetts, United States Job Level : N/A Designation : Controller at Summit Partners
URL has been copied!

Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Chris

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Chris take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Chris

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.