Matt Perry

Evaluator
DISC Type : sdc

Adjunct Professor / Lecturer | Information & Knowledge Strategy at Columbia University

Charlotte, North Carolina, United States

Overview

Matt is a Senior Manager in Deloitte Digitals Customer Strategy & Experience practice, where he advises financial services clients on growth, engagement, and AI transformation. Concurrently, he serves as an Adjunct Professor at Columbia University, teaching Information & Knowledge Strategy. He holds an M. B. A. from Yale and a B. S. from the University of North Carolina.

Outside of his professional roles, Matt is an engaged member of the Charlotte community. He frequently uses his network to promote and support local non-profits and connect talented individuals with impactful opportunities, showing a clear passion for community building and mentorship.

He helps design and teach the foundational course for Columbia Universitys masters program in Information and Knowledge Strategy.

Personality Overview

Hard To Convince

Thorough Evaluator

Quality Focused

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 They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Customer Growth Strategy
His role at Deloitte Digital is centered on developing customer growth, engagement, and experience strategies for leading financial services companies.
AI Transformation
His professional title and focus include advising clients on business and AI transformation, indicating a deep interest in applying AI to solve business problems.
Student Mentorship
As an Adjunct Professor at Columbia, he teaches graduate students and has expressed immense pride in their accomplishments, highlighting an interest in education.

Media Appearances

Matt has no verified media appearances

Work History

9-2025
Adjunct Professor / Lecturer | Information & Knowledge Strategy at Columbia University
2021
Senior Manager / Associate Partner, Customer Strategy & Experience at Deloitte Digital
2017 - 2021
Director, Strategic Initiatives & Partnerships at Red Ventures
2013 - 2017
Engagement Manager, Strategy & Operations Practice at Deloitte Consulting
2009 - 2011
Counterparty Risk & Relationship Manager, Hedge Funds at Credit Suisse

Education

Master of Business Administration (M.B.A.) from Yale School of Management
Bachelor of Science - BS from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 21 Location : Charlotte, North Carolina, United States Job Level : Middle Designation : Adjunct Professor / Lecturer | Information & Knowledge Strategy at Columbia University
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

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

  • 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 Matt move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Matt 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 Matt

Personality Compatibility


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