Thomas Heath

Critic
DISC Type : C

Corporate Finance Director at Duke Energy Corporation

Charlotte, North Carolina, United States

Overview

Thomas Heath is an accounting and finance professional with over 20 years of experience, currently serving as Corporate Finance Director at Duke Energy. A Certified Public Accountant, he specializes in capital market transactions, interest rate risk management, and evaluating capital structure for utility subsidiaries.

He has promoted professional development events for the Institute of Internal Auditors (IIA), including roundtables and seminars focused on fraud detection and accounting practices.

He promoted an event featuring Harry Markopolos, the financial fraud investigator who uncovered the Bernie Madoff investment scandal.

Personality Overview

Negotiator

ROI Driven

Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Corporate Finance
His entire career is built on corporate finance, including roles executing capital market transactions and evaluating capital structure at Duke Energy.
Capital Markets
A primary responsibility in his director roles involves executing capital market transactions, including billions in financings for utility subsidiaries.
Interest Rate Risk
He leads Duke Energy's interest rate risk management program, a key function within his corporate finance responsibilities.

Media Appearances

Thomas has no verified media appearances

Work History

4-2024
Corporate Finance Director at Duke Energy Corporation
6-2016 - 4-2024
Structured Finance Director at Duke Energy Corporation
8-2014 - 5-2016
Corporate Finance Director at Duke Energy Corporation
5-1996 - 4-2004
Audit Manager at PricewaterhouseCoopers

Education

8-2018 - 8-2022
Master of Arts - MA from Saint Leo University
1991 - 1995
Bachelor’s Degree from Southeastern Louisiana University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Charlotte, North Carolina, United States Job Level : Mid-senior Designation : Corporate Finance Director at Duke Energy Corporation
URL has been copied!

Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Thomas

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

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

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

You And Thomas

Personality Compatibility


Other Duke Energy Corporation Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.