Greg T.

Observer
DISC Type : ic

Partner at Deloitte

New York, New York, United States

Overview

Greg is a Partner at Deloitte Tax LLP with over 17 years of experience, currently leading the New York practice for Tax Analysis and Information Reporting for Debt Investments (TARDI). He is a CFA Charterholder and a Certified Public Accountant, holding both a Bachelors and Masters degree from the University of Virginia.

He is a dual graduate of the University of Virginia, earning a Bachelor of Science in Commerce with a focus on Finance and IT, and a Master of Science in Accounting with a tax concentration.

Greg holds both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations.

Personality Overview

Example Seeker

Assertive

Curious

They often ask many questions and rely heavily on information and documentation.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Debt Investment Taxation
He leads Deloitte's New York TARDI practice, which specializes in tax advisory and compliance for owners of debt investments.
Financial Modeling
His background includes assisting modeling teams to generate cash flows for valuation and tax computations using Intex and Excel.
Structured Finance
Previously worked in Advisory Credit Risk and Structured Finance at KPMG, managing engagements for modified loan portfolios.

Media Appearances

Greg has no verified media appearances

Work History

2021
Partner at Deloitte
2012 - 2021
Senior Manager at Deloitte
2008 - 2012
Senior Associate, Advisory Credit Risk/Structured Finance at KPMG
2006 - 2006
Summer Analyst, Sales & Trading at Barclays
2005 - 2005
Intern to Financial Advisor at UBS

Education

Master of Science in Accounting (Tax Concentration) from University of Virginia
Bachelor of Science in Commerce (Finance and IT Concentration) from University of Virginia

More Information

Social Presence :

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Exp : 19 Location : New York, New York, United States Job Level : N/A Designation : Partner at Deloitte
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

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

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Greg take some risk or not?

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

You And Greg

Personality Compatibility


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