Thomas E. Moran Jr., CPA

Energizer
DISC Type : I

Manager at BGW

Mooresville, North Carolina, United States

Overview

Thomas E. Moran Jr. is a Certified Public Accountant and Manager at BGW with a background in public accounting and corporate finance. His experience includes roles as a Director at a CPA firm and as a Controller for GeoSensorX. He holds a BBA from Hofstra University.



He has transitioned from a senior role in a public accounting firm to an industry position as a Controller before returning to a management role.

Personality Overview

Full Of Energy

Informal

Big Picture Person

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Public Accounting
He is a Certified Public Accountant and held multiple roles, including Director, at the CPA firm Giambalvo, Stalzer & Company, P.C.
Corporate Finance
Served as a Controller at GeoSensorX, indicating experience in managing a company's financial operations from within the industry.
NetSuite Software
Lists NetSuite as a professional interest, suggesting a focus on cloud-based business management and ERP software solutions.

Media Appearances

Thomas has no verified media appearances

Work History

11-2024
Manager at BGW
12-2021 - 11-2024
Controller at GeoSensorX
7-2021 - 11-2021
Director at Giambalvo, Stalzer & Company, CPAs, P.C.
12-2018 - 7-2021
Senior Manager at Giambalvo, Stalzer & Company, CPAs, P.C.
12-2016 - 12-2018
Manager at Giambalvo, Stalzer & Company, CPAs, P.C.

Education

1998 - 2000
BBA from Hofstra University
1996 - 1998
Assoc. from Nassau Community College

More Information

Social Presence :

Prographics :

Exp : 25 Location : Mooresville, North Carolina, United States Job Level : Middle Designation : Manager at BGW
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Insights For Selling To Thomas E.

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas E. is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Thomas E.

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Thomas E. move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Thomas E. take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Thomas E.

Personality Compatibility


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