Sona Brahmbhatt

Critic
DISC Type : C

Director of Business Intelligence at Heritage Financial Credit Union

Hicksville, New York, United States

Overview

Sona Brahmbhatt is the VP, Director of Business Intelligence and Data Engineering at Heritage Financial Credit Union, bringing over 20 years of banking experience. A graduate of Brooklyn College, she has a proven track record in data science and IT. People who have worked with Sona describe her as a responsible and indispensable leader.

Outside of her primary role, Sona is passionate about education and has served as an Adjunct Professor of Computer Science at two different colleges. She has taught a wide range of subjects, from programming languages like Python and C++ to graduate-level Project Management, demonstrating a commitment to mentoring future technology professionals.

Sona co-authored two sections in the book "Artificial Intelligence in the 21st Century, " focusing on speech understanding and recognition systems.

Personality Overview

Objective Thinker

Information Seeker

Critic

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Business Intelligence
As a Director of BI with over 11 years of Tableau experience, she leads data strategy and leverages analytics to drive business decisions at a major credit union.
Generative AI
Actively learning AI and prompt engineering, she recently obtained a Google Cloud certification in "Introduction to Generative AI, " signaling a focus on emerging technologies.
Technology Education
Demonstrates a passion for teaching by working as an Adjunct Professor of Computer Science, instructing students in programming, web development, and project management.

Media Appearances

Sona has no verified media appearances

Work History

8-2022
Director of Business Intelligence at Heritage Financial Credit Union
8-2014
Adjunct Professor Of Computer Science at Farmingdale State College
1-2021
Adjunct Professor Of Computer Science at State University of New York College at Old Westbury
4-2021 - 8-2022
Data Science Vice President at Citi
9-2012 - 4-2021
Software Developer (Consultant) at SunGard Financial Systems - now part of FIS

Education

2011 - 2014
Master's Degree from Brooklyn College
2009 - 2011
Bachelor of Science from Farmingdale State College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Hicksville, New York, United States Job Level : Mid-senior Designation : Director of Business Intelligence at Heritage Financial Credit Union
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Insights For Selling To Sona

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be formal and objective, they will appreciate it more

DONT's

  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sona is

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

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

Insights For Deal Planning

    How fast (or slow) will Sona move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Sona take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Sona

Personality Compatibility


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