Michael Gerbounka

Questioner
DISC Type : c

Vice President at Morgan Stanley

United States

Overview

Michael is a finance executive and the Global Head of Sales Reporting for Fixed Income at Morgan Stanley. He has extensive Wall Street experience in corporate finance, FP&A, and risk management. He holds double MBAs in Finance and Marketing from Fordham and a certification in Data Governance.

Outside of his professional life, Michael is an avid supporter of the New York Giants NFL team. He is also actively engaged with his alma mater, Fordham University, and encourages his network to consider its Executive MBA program.

He once led initiatives at AIG that resulted in over $300 million in savings by consolidating vendors and centralizing the IT management structure.

Personality Overview

Value Seeker

Price-Sensitive

Not Easily Convinced

It is quite likely of them to ask for pricing or other concessions.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Fixed Income Reporting
As the Global Head of Sales Reporting for Fixed Income at Morgan Stanley, this is central to his current professional responsibilities.
Financial Process Automation
His consulting work and success in generating $300M in savings at AIG highlight a focus on streamlining and automating financial processes.
Data Governance
He recently completed a certification in Learning Data Governance, signaling a current professional interest in this specific area.

Media Appearances

Michael has no verified media appearances

Work History

8-2022
Vice President at Morgan Stanley
9-2020 - 8-2022
Business Finance Consultant at Self
1-2018 - 4-2020
Finance Manager at AIG
7-2014 - 1-2018
Assistant Vice President-Finance at Deutsche Bank
7-2009 - 7-2014
Finance Manager at Royal Bank of Scotland Business

Education

MBA from Fordham Gabelli School of Business
Bachelor of Science from Seton Hall University

More Information

Social Presence :

Prographics :

Exp : 16 Location : United States Job Level : Senior Designation : Vice President at Morgan Stanley
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael 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 Michael

  • 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 Michael move?

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

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


You And Michael

Personality Compatibility


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