Matthew Alfrey

Questioner
DISC Type : c

Director Sales Technology at ATC Analytics

Portland, Oregon, United States

Overview

Matthew Alfrey is the Director of Sales Technology at ATC Analytics, leveraging a deep background in finance. His career includes senior roles like Managing Director at KeyBanc Capital Markets and Partner at Pacific Crest Securities, where he specialized in institutional equities. He attended the University of Colorado Boulder.

Outside of his professional life, Matthew is a parent who appears invested in his childrens education. He has a history of supporting local schools in the Portland area, including community-focused and independent educational institutions, indicating a value placed on educational development.

He has shown an interest in how technology is transforming manufacturing, specifically through concepts like mass customization in consumer goods.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Sales Technology
His current role as Director of Sales Technology at ATC Analytics indicates this is his primary professional focus.
Institutional Equities
His career was built on this specialty, with senior roles at both KeyBanc Capital Markets and Pacific Crest Securities.
Community Education
Has a history of supporting local independent and Montessori schools in the Portland area, showing a commitment to education.

Media Appearances

Matthew has no verified media appearances

Work History

9-2024
Director Sales Technology at ATC Analytics
9-2000 - 8-2024
Managing Director at KeyBanc Capital Markets
9-2000 - 4-2015
Partner at Pacific Crest Securities
9-2000 - 4-2014
trading at Pacific Crest Securities

Education

Education details unavailable from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 25 Location : Portland, Oregon, United States Job Level : Mid-senior Designation : Director Sales Technology at ATC Analytics
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Matthew

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Matthew take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Matthew

Personality Compatibility


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