Sam Peterson

Critic
DISC Type : C

Partner/Principal, Global Digital & Innovation at EY

United States

Overview

Sam Peterson is a Global Innovation and AI Leader at EYs Financial Accounting Advisory Services, specializing in transforming finance with emerging technologies like AI and advanced analytics. Educated at The Wharton School, he is described by colleagues as exceptional at dissecting complex problems and guiding teams toward effective solutions.

He has a pronounced interest in economic and regulatory policy, particularly concerning derivatives and risk management. This focus is not just a part of his job but a subject he has engaged with at the highest levels of government.

Sam has testified before the US Congress and presented to the SEC, CFTC, and Federal Reserve on risk management and OTC derivatives regulations.

Personality Overview

Precise

ROI Driven

Critic

They like to take decisions independently and do not seek others' support often.  It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

AI in Finance
As Global Data & AI Leader, he frequently speaks and writes about using AI for forecasting, reporting, and creating efficiencies in finance, treasury, and FP&A functions.
Digital Transformation
His core role at EY involves leading digital innovation and helping clients in the finance sector maximize the value of emerging technologies like blockchain and RPA.
Data Strategy
He emphasizes that data is a strategic asset and believes in creating a strong data-driven culture, viewing it as a shared responsibility across an organization.

Media Appearances

EY's Sam Peterson on the AI-Powered Future of Accounting. Featured in Financial Executives International (FEI Daily)

See Now

Work History

7-2023
Partner/Principal, Global Digital & Innovation at EY
4-2018 - 8-2023
Digital and Emerging Technology, Partner/Principal, Americas FAAS Digital Leader at EY
7-2015 - 3-2018
Partner/Principal, FAAS Commodities Markets at EY
8-2012 - 7-2015
Senior Manager at EY
5-2009 - 8-2012
Senior Advisor, Derivatives Regulatory Advisory Group at Chatham Financial

Education

2005 - 2006
Finance and Accounting from The Wharton School
2004 - 2004
Post-Baccalaureate Coursework in Economics from Tulane University

More Information

Social Presence :

Prographics :

Exp : 26 Location : United States Job Level : N/A Designation : Partner/Principal, Global Digital & Innovation at EY
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Sam

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Sam take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Sam

Personality Compatibility


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