Patrick Garrett

Visionary
DISC Type : Ds

Managing Director at Riveron

Dallas, Texas, United States

Overview

Patrick Garrett is a Managing Director in Riverons Dallas office, specializing in accounting advisory and finance operations. With over 15 years of experience, including time at PwC, he is an expert in technical accounting, IPO readiness, and financial reporting. He holds both a Bachelors and Masters of Science in Accounting from Texas A&M University.

Outside of his professional life, Patrick is a family man who lives in Dallas with his wife and three children. He enjoys traveling, all sports, and actively participates in his community by coaching his childrens soccer teams in his free time.

He is described as a "Family Man, Creative Thinker, Soccer Coach" in his company biography.

Personality Overview

Big Vision Person

Early Adopter

Objective Evaluator

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Technical Accounting
He has extensive experience with complex accounting issues like revenue recognition, lease accounting, and CECL, and frequently writes articles on the topics.
IPO Readiness
He has led numerous IPO readiness projects for clients at Riveron and has authored articles on how companies can prepare for an IPO window.
Youth Sports
He is a soccer coach for his children's sports teams, indicating a personal interest in youth athletic development and coaching.

Media Appearances

Patrick Garrett - Managing Director for Riveron - Dallas. Featured in Riveron

See Now

Work History

Managing Director at Riveron
10-2012
Director at Riveron
12-2008 - 9-2012
Manager at PwC
7-2004 - 12-2008
Senior Associate at Grant Thornton LLP

Education

Education details unavailable from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Dallas, Texas, United States Job Level : Mid-senior Designation : Managing Director at Riveron
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • 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

  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick 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 Patrick

  • 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 Patrick move?

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

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

You And Patrick

Personality Compatibility


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