Rachel P.

Sharpshooter
DISC Type : DC

Fractional Chief Program Officer & Strategy Leader | Digital transformation | PMO Establishment at FinTech Profit Engine: Enterprise Program Management & Go-to-Market Strategy

Austin, Texas, United States

Overview

Rachel is an executive leader specializing in PMO establishment and digital transformation for the tech and financial services industries. A PMP-certified MBA graduate, she has a track record of converting technology initiatives into revenue-generating engines at firms like Apple, JPMorgan Chase, and Broadridge. Colleagues describe her as strategic, clear, and inclusive.

Outside of her professional roles, Rachel is passionate about personal development and empowerment. She is an avid reader, exploring topics like wealth-building for women, establishing personal boundaries, and applying philosophical frameworks for productivity and relationships in her life.

Her leadership philosophy was forged by her father, who taught her that excellence is not optional and instilled in her a deep technological curiosity.

Personality Overview

Thorough Evaluator

ROI Driven

Precise But Practical

They are less concerned about the product and more about its potential impact.  They like to stay in control of the negotiation or defining of the terms. They do not care very much about building rapport or relationships.

Topics They Care About

PMO Establishment
She has successfully built three PMO departments from the ground up throughout her career and it is a core part of her professional identity and consulting practice.
Women's Empowerment
She posts about unlearning conditioning that holds women back and reads books on how economic systems were built to exclude women, indicating a passion for female advancement.
Effective Leadership
Draws inspiration from her father and authors like Stephen Covey, focusing on building frameworks for productivity and empathetic, high-standard leadership.

Media Appearances

Rachel has no verified media appearances

Work History

Fractional Chief Program Officer & Strategy Leader | Digital transformation | PMO Establishment at FinTech Profit Engine: Enterprise Program Management & Go-to-Market Strategy
Leadership Philosophy & Impact Approach | PMO Governance | Digital Transformation | FinTech | FAANG+ at FinTech Profit Engine: Enterprise Program Management & Go-to-Market Strategy
4-2021
Engineering Program Manager | Business Resource Group Founder | Chair & EPM - Wallet & Payments at Apple
VP Project Manager, Digital IT & Investment Banking | PMO Governance | AML, KYC and OFAC Compliance at JPMorgan Chase & Co.
Program Manager - Infrastructure & Technology | Built Global PMO and Enterprise IT PMO | Fintech at Broadridge Financial Solutions

Education

Master of Business Administration (M.B.A.) from Dowling College
BS from Stony Brook University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Austin, Texas, United States Job Level : Leadership Designation : Fractional Chief Program Officer & Strategy Leader | Digital transformation | PMO Establishment at FinTech Profit Engine: Enterprise Program Management & Go-to-Market Strategy
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Refer to testimonials from well-known industry leaders
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Avoid being too verbose
  • Do not spend too much time focusing on product tech or features
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Rachel

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • If convinced, they can reach decisions quite fast.
  • Can Rachel take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Rachel

Personality Compatibility


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