Patricia Barnard

Doer
DISC Type : sd

Director of Business Operations, Legal, Compliance and Enterprise Risk Management at MFS Investment Management

Boston, Massachusetts, United States

Overview

Patricia Barnard is the Vice President and Senior Director of Business Operations at MFS Investment Management, specializing in legal, compliance, and enterprise risk management. Her career at MFS reflects a significant progression through various key roles, including Director of Risk and Manager of Internal Audit, showcasing deep expertise in financial operations.

Personality Overview

Strategic Planner

Risk-Accepting

Results Focused

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Enterprise Risk Management
Her current senior role and previous positions as Director of Risk and Internal Controls Analyst highlight a primary focus on managing enterprise-level risk.
Regulatory & Compliance
Her title explicitly includes Compliance, and a past role was focused on Risk and Regulatory operations, indicating this is a core area of her expertise.
Financial Business Operations
As the Senior Director of Business Operations for a major investment firm, she is deeply involved in the efficiency and strategy of its operational framework.

Media Appearances

Patricia has no verified media appearances

Work History

9-2021
Director of Business Operations, Legal, Compliance and Enterprise Risk Management at MFS Investment Management
4-2014 - 9-2021
Director of Risk, Regulatory & Operations-Global Distribution at MFS Investment Management
2-2008 - 3-2014
Dealer Support Manager, AVP at MFS Investment Management
1-2000 - 9-2001
Risk Controls Analyst Manager - IT Security at MFS
Internal Controls Analyst at MFS

Education

Patricia has no verified education history

More Information

Social Presence :

Prographics :

Exp : 19 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Director of Business Operations, Legal, Compliance and Enterprise Risk Management at MFS Investment Management
URL has been copied!

Insights For Selling To Patricia

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patricia is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Patricia

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Patricia move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Patricia take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Patricia

Personality Compatibility


Other MFS Investment Management Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.