Patrick O'Brien

Trailblazer
DISC Type : DI

Sr. Director, Tax, Treasury, and Risk Management (U.S. and Canada) at INNIO

Woodstock, Illinois, United States

Overview

Patrick is a global tax and treasury executive with over 20 years of experience in corporate tax leadership, specializing in US and international tax accounting, risk mitigation, and M&A. He is a Certified Public Accountant and holds an MBA from the University of Cincinnati. Colleagues describe him as a decisive and highly capable professional who assesses situations quickly.

He has a history of giving back, having founded a consulting firm to provide pro bono financial services to tax-exempt charities. His social media activity suggests an interest in the Chicago Bears and a deep respect for law enforcement and the US military.

Unique fact: Patrick founded POB Consulting, a firm dedicated to providing pro bono global financial consulting services to charities.

Personality Overview

Achievement-Oriented

Assertive

Friendly But Fast

If they come to believe in your value proposition, they will be your champion.  They do not mind taking risks and can make hard decisions, if necessary. They respond better to a combination of speed and relationship.

Topics They Care About

Global Tax Strategy
Possesses over 20 years of experience leading global corporate tax functions, including compliance, planning, and controversy resolution for multinational corporations.
Treasury & Risk Management
His current and past senior roles focus on developing global treasury strategies to optimize cash movement and mitigate tax and financial risks.
M&A Financial Leadership
Has specific experience leading the tax and treasury aspects of mergers and acquisitions valued from $50 million to over $1. 4 billion.

Media Appearances

Patrick has no verified media appearances

Work History

1-2019
Sr. Director, Tax, Treasury, and Risk Management (U.S. and Canada) at INNIO
12-2015 - 12-2018
Executive Director, Global Tax, Treasury, and Risk Management at Springs Window Fashions
1-2015 - 12-2015
Owner/President at PO'B Consulting
1-2014 - 12-2014
Owner/President at PO'B Consulting
5-2009 - 1-2014
Director, Global Taxes and Chief Tax Officer at Joy Global, Inc.

Education

1975 - 1976
Master of Business Administration (MBA) from University of Cincinnati Carl H. Lindner College of Business

More Information

Social Presence :

Prographics :

Exp : 48 Location : Woodstock, Illinois, United States Job Level : Senior Designation : Sr. Director, Tax, Treasury, and Risk Management (U.S. and Canada) at INNIO
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Address your competition clearly and confidently
  • Keep your pitch focused on the impact but nurture the relationship too
  • Give them control of the sales process

DONT's

  • Don’t force involvement of other stakeholders unless it is critical
  • Don’t hesitate from asking them how they truly feel about your product
  • Don't make any commitments that you might not be able to fulfill

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Patrick

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Patrick take some risk or not?

  • They can take risks if necessary.

You And Patrick

Personality Compatibility


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