Dan Mahoney

Evaluator
DISC Type : Scd

Chief Financial Officer at Great Gray Trust Company

Boston, Massachusetts, United States

Overview

Dan has no verified overview

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

4-2025
Chief Financial Officer at Great Gray Trust Company
3-2020 - 4-2025
Chief Financial Officer at Charles River Associates
3-2018 - 3-2020
SVP, Head of Finance at BrightSphere Investment Group
7-2014 - 3-2018
SVP, Financial Controller & Chief Accounting Officer at BrightSphere Investment Group
1-2013 - 7-2014
Chief Accounting Officer at State Street Global Advisors

Education

1997 - 2001
Education details unavailable from Tufts University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Chief Financial Officer at Great Gray Trust Company
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Dan

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Dan take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Dan

Personality Compatibility


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