Patrick Morgan

Questioner
DISC Type : c

Chief Financial Officer at Legacy Service Partners

Philadelphia, Pennsylvania, United States

Overview

Patrick has no verified overview

Personality Overview

Value Seeker

Not Easily Convinced

Price-Sensitive

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

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

6-2023
Chief Financial Officer at Legacy Service Partners
9-2020 - 5-2023
SVP & Chief Accounting Officer (CAO) at Imperial Dade
11-2017 - 9-2020
Chief Audit Executive at Aramark
5-2015 - 11-2017
AVP Financial Controls at Aramark
8-2006 - 5-2015
Senior Manager at Deloitte

Education

1998 - 2004
Bachelor of Science (BS) from Drexel University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Philadelphia, Pennsylvania, United States Job Level : Leadership Designation : Chief Financial Officer at Legacy Service Partners
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick 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 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?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Patrick

Personality Compatibility


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