Patrick Ross

Enigma
DISC Type : dci

Business Group CFO at Morningstar

Greater Seattle Area, United States

Overview

Patrick Ross is a results-oriented finance leader in the B2B SaaS industry, currently serving as a Business Group CFO at Morningstar. His career includes leadership roles at PitchBook and Zonar Systems, with significant experience in M&A as both an adviser and operator. He holds a degree from Western Washington University and inactive CPA/CGMA certifications.

Based in the Seattle area, Patrick likely enjoys the local culture and outdoor activities the Pacific Northwest offers. His professional life has been centered around the citys vibrant tech and finance scene, indicating a strong connection to the region.

Unique fact: Patrick has deep expertise in mergers and acquisitions, having managed transactions from both the advisory side at EY and the operational side within technology companies.

Personality Overview

Fast Follower

Hard To Convince

Challenger

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Topics They Care About

B2B SaaS Finance
He has a proven track record of leading finance and accounting teams within B2B software and data companies like PitchBook and Zonar Systems.
M&A Strategy
Possesses significant exposure to M&A, having worked as a transaction advisor at EY and as an operator within acquired and acquiring companies.
Financial Team Building
His experience includes building and developing high-performing professional finance and accounting teams, and he actively posts about hiring for his teams.

Media Appearances

Patrick has no verified media appearances

Work History

9-2022
Business Group CFO at Morningstar
7-2017
VP Finance at PitchBook Data
7-2017 - 1-2018
Director of Finance & Accounting at PitchBook Data
1-2016 - 7-2017
Director of Finance at Zonar Systems
4-2015 - 1-2016
Senior Finance Manager at Zonar Systems

Education

2004 - 2007
Bachelors from Western Washington University
2002 - 2004
Education details unavailable from Montana State University-Bozeman

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Seattle Area, United States Job Level : Leadership Designation : Business Group CFO at Morningstar
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."

DONT's

  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Patrick

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Patrick take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Patrick

Personality Compatibility


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