Patrick Deane

Questioner
DISC Type : c

Managing Director, Head of Treasury and Capital Technology at Morgan Stanley

New York City Metropolitan Area, United States

Overview

Patrick Deane is the Managing Director and Head of Treasury and Capital Technology at Morgan Stanley, where he leads a global team of over 250 technology professionals. His focus is on delivering innovative technology to manage the firms capital and liquidity. He holds a Bachelor of Business Administration from James Madison University and is a CIMA-certified professional.

Personality Overview

Price-Sensitive

Not Easily Convinced

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Capital & Liquidity Tech
Leads the Treasury and Capital Technology division at Morgan Stanley, focusing on resource optimization and delivering transparency over the firm's financial profile.
Technology Modernization
His role involves delivering on industry-leading technology modernization initiatives to provide resilient and innovative solutions for the investment bank.
Team Leadership
He manages a global organization of over 250 professionals and has expressed his mission to make his team an amazing place to work.

Media Appearances

Patrick has no verified media appearances

Work History

1-2026
Managing Director, Head of Treasury and Capital Technology at Morgan Stanley
8-2025 - 1-2026
Executive Director, Head of Treasury & Capital Technology at Morgan Stanley
11-2018 - 8-2025
Executive Director, Head of Capital Technology at Morgan Stanley
4-2017 - 11-2018
Executive Director, Technology Program Manager at Morgan Stanley
2013 - 2017
Finance Management Consultant at Accenture

Education

2004 - 2009
Bachelor of Business Administration (BBA) from James Madison University

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director, Head of Treasury and Capital Technology at Morgan Stanley
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Patrick

  • 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 Patrick move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Patrick take some risk or not?

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


You And Patrick

Personality Compatibility


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