Patrick Wimberly

Observer
DISC Type : ci

Managing Director at Deloitte

Cypress, Texas, United States

Overview

Patrick Wimberly is a Managing Director in Deloittes Finance & Enterprise Performance practice, advising CFOs on large-scale transformation. His background includes leadership roles at PwC and The Hackett Group. A Certified Public Accountant, he holds both a BBA and a BA from Texas A&M University.

His career has spanned several top-tier consulting firms, including Arthur Andersen, BearingPoint, and PwC, before his current tenure at Deloitte.

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally good communicators and can be hard to convince.

Topics They Care About

Finance Transformation
His primary focus at Deloitte is advising CFOs and finance executives on transforming their operational and service delivery models.
Global Business Services
He has extensive experience helping large organizations design and implement global business services and shared services operating models.
Enterprise Performance
His role is situated within Deloitte's Finance & Enterprise Performance practice, focusing on enhancing business effectiveness.

Media Appearances

Patrick has no verified media appearances

Work History

7-2022
Managing Director at Deloitte
7-2015 - 7-2022
Managing Director - Advisory at PwC
9-2012 - 7-2015
Principal at The Hackett Group
8-2005 - 9-2012
Director at Deloitte
6-2002 - 8-2005
Senior Manager at BearingPoint/Arthur Andersen Business Consulting

Education

1987 - 1992
Bachelor of Business Administration (BBA) from Texas A&M University
1987 - 1992
Bachelor of Arts (BA) from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Cypress, Texas, United States Job Level : Mid-senior Designation : Managing Director at Deloitte
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Patrick take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Patrick

Personality Compatibility


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