Patricia Tanner

Enthusiast
DISC Type : i

Founder | Principal Advisor at Tanner Advisory

New York, New York, United States

Overview

Patricia Tanner is a principal advisor who develops operational infrastructure for founder-led, growth-stage organizations. With over two decades of experience in financial services and venture investment, she specializes in helping companies scale with clarity. She holds a BA from Washington State University and a certification in Generative AI for Leaders.

Beyond her advisory roles, Patricia has a background in the arts, having co-founded and managed a fine art photography business. She was responsible for all operations, business development, and client relations, successfully producing and executing eight exhibitions across the United States and Europe.

She joined Junto Capital Management as its first employee, building the hedge funds entire operational infrastructure from the ground up.

Personality Overview

Amiable & Agreeable

Optimistic

Story Driven

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Operational Infrastructure
Her entire career is focused on building the operational systems that allow organizations to scale effectively and without chaos.
Founder-Led Companies
She specializes in working directly with ambitious CEOs and senior principals of founder-led and growth-stage organizations.
Scaling Businesses
Her expertise lies in helping organizations scale without losing control and building teams without creating chaos.

Media Appearances

Patricia has no verified media appearances

Work History

2026
Founder | Principal Advisor at Tanner Advisory
2023
Fractional Chief of Staff at vChief
2020 - 2022
Chief Of Staff at Hunter Point Capital LP
2018 - 2020
Co-Founder | Operations & Strategy at Cuco de Frutos Fine Art Photography LLC
2013 - 2018
Founding Operations | Chief of Staff (before the title existed) at Junto Capital Management LP

Education

Bachelor of Arts in Business Administration from Washington State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : New York, New York, United States Job Level : Leadership Designation : Founder | Principal Advisor at Tanner Advisory
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Insights For Selling To Patricia

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patricia is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Patricia

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Patricia move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Patricia take some risk or not?

  • They can take some low-probability risks if needed.

You And Patricia

Personality Compatibility


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