Matt Tilner, CPA

Researcher
DISC Type : Cs

Partner at Deloitte

New York City Metropolitan Area, United States

Overview

Matt Tilner is a Partner at Deloitte with over 20 years of experience in the asset management and servicing industry. He specializes in large-scale operational and technology transformations, process optimization, and risk management. Matt holds both CPA and PMP certifications.

He is a recognized leader and speaker in the investment management space, frequently presenting on how firms can modernize operations and drive sustainable growth. He is known for his strategic vision and ability to lead global teams.

Unique fact: Matt is a champion for digital transformation and innovation, helping organizations move beyond legacy systems by implementing automation and redesigning operating models.

Personality Overview

Detail Oriented

Process Focused

Cost Conscious

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Investment Ops Models
He is a featured speaker at industry conferences like InvestOps, discussing how outsourcing and partnerships are reshaping modern investment operating models.
Asset Servicing
He actively promotes Deloitte's global surveys and thought leadership on critical trends impacting the asset servicing industry, such as AI and tech modernization.
Private Capital
Shares insights on the transformation required within the private capital industry to manage the surging demand for open-ended alternative investment funds.

Media Appearances

Matt has no verified media appearances

Work History

8-2022
Partner at Deloitte
7-2006
Senior Manager at Deloitte

Education

2007 - 2010
MS from Baruch College
2000 - 2004
Bachelor of Science (B.S.) from University at Albany

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York City Metropolitan Area, United States Job Level : Middle Designation : Partner at Deloitte
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Matt

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Matt take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Matt

Personality Compatibility


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