Stacy-Ann Burke

Doer
DISC Type : sd

Managing Director at Deloitte

Brooklyn, New York, United States

Overview

Stacy-Ann Burke is a Managing Director at Deloitte Consulting, focusing on Investment and Wealth Management. An MBA graduate from NYU Stern School of Business, her expertise centers on technologys role as a differentiator for clients, emphasizing platform modernization, AI-enabled optimization, and strategic transformation in financial services.

A core belief she holds is that despite technological advancements and complex strategies, the most critical component to success is always the people.

Personality Overview

Risk-Accepting

Deliberate Doer

Strategic Planner

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Financial Platform Modernization
Focuses on how financial institutions can modernize their systems without disrupting core business operations, a key topic from her attendance at the SimCorp Global Summit.
AI in Wealth Management
Explores using AI for optimization and enhanced reporting strategies within the financial services industry, reflecting on recent client conversations.
Data Integration
Believes that unlocking access to integrated data across disparate business units is a key differentiating factor for success in the industry.

Media Appearances

Stacy-Ann has no verified media appearances

Work History

6-2002
Managing Director at Deloitte

Education

1999 - 2001
MBA from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 23 Location : Brooklyn, New York, United States Job Level : Mid-senior Designation : Managing Director at Deloitte
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Insights For Selling To Stacy-Ann

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stacy-Ann is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Stacy-Ann

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Stacy-Ann move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Stacy-Ann take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Stacy-Ann

Personality Compatibility


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