Julie Brennan FInstAM

Observer
DISC Type : ic

PA to the Executive Director of Finance & Growth at Midland Heart

West Midlands, England, United Kingdom

Overview

Julie Brennan is a highly experienced PA and a Fellow of the Institute of Administrative Management (FInstAM), currently supporting the Executive Director of Finance & Growth at Midland Heart. Her career includes senior support roles at notable firms like KPMG, Pinsent Masons, and Wragge Lawrence Graham & Co.

Her professional background includes the administration of charitable trusts, specifically the Wragge & Co Charitable Trust and the Stanley Smith Charitable Memorial Fund.

She holds a certification in PowerPoint 2016: Animations, showcasing a specific technical skill.

Personality Overview

Value Driven

Example Seeker

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Administrative Excellence
As a Fellow of the Institute of Administrative Management (FInstAM), she has a proven track record in high-level support roles at organizations like Midland Heart and KPMG.
Professional Training
Has indicated a focus on continuous professional development, highlighted by a recent post with the hashtag #askfortraining.
Charitable Trust Admin
Previously managed the Wragge & Co Charitable Trust and the Stanley Smith Charitable Memorial Fund, showing experience in philanthropic administration.

Media Appearances

Julie has no verified media appearances

Work History

4-2020
PA to the Executive Director of Finance & Growth at Midland Heart
10-2016 - 4-2020
PA to the Executive Director of Strategy & Growth at Midland Heart
4-2014 - 9-2016
Executive Secretary at KPMG
2-2014 - 4-2014
Legal PA at Pinsent Masons
3-2006 - 2-2014
Senior PA at Wragge Lawrence Graham & Co

Education

1994 - 2000
Education details unavailable from Solihull College
1978 - 1983
Education details unavailable from Kingshurst Comprehensive

More Information

Social Presence :

Prographics :

Exp : 20 Location : West Midlands, England, United Kingdom Job Level : Senior Designation : PA to the Executive Director of Finance & Growth at Midland Heart
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Help them realize that there is no personal risk in making this decision
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Julie

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Julie take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Julie

Personality Compatibility


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