Thomas J. Egan

Enigma
DISC Type : cdi

Chief Financial Officer at Hometap

San Rafael, California, United States

Overview

Thomas is the Chief Financial Officer at Hometap, with deep expertise in finance and capital markets from roles at Divvy Homes and Barclays. A JD graduate from Boston College Law School, he was named the 2022 Bay Area CFO of the Year for an emerging company.

Outside of his finance career, Thomas is a proud father and an alumnus of Boston College, where he earned both his undergraduate and law degrees. He is a founding member of a peer community for CFOs to share knowledge and best practices.

Unique fact: Thomas describes himself as a "recovering banker & lawyer. "

Personality Overview

Friendly Yet Blunt

Fast Follower

Hard To Convince

They are likely to ask many questions and look heavily for supporting proof as well as information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince.

Topics They Care About

Capital Markets
His career is focused on finance and capital markets, including raising significant funding rounds, such as a $110M Series C at Divvy Homes.
Proptech & Fintech
Holds leadership roles at proptech/fintech companies Hometap and Divvy Homes. He has discussed building finance functions in the space on podcasts like FinOps Today.
Expanding Homeownership
His work at Divvy Homes was centered on a mission to expand access to homeownership, a theme he frequently highlighted.

Media Appearances

Thomas has no verified media appearances

Work History

10-2024
Chief Financial Officer at Hometap
6-2023
Fractional CFO / Finance & Capital Advisory at Consultant
1-2022
Founding Member at The F Suite
10-2018 - 9-2023
CFO & Head of Capital Markets at Divvy Homes
10-2017 - 10-2018
Managing Director at Fitch Ratings

Education

1998 - 2001
JD from Boston College Law School
1994 - 1998
BA from Boston College

More Information

Social Presence :

Prographics :

Exp : 8 Location : San Rafael, California, United States Job Level : Leadership Designation : Chief Financial Officer at Hometap
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Insights For Selling To Thomas J.

During A Call Or A Meeting

DO's

  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Build rapport slwly without rushing, it will come handy to handle hard questions later

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas J. is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Thomas J.

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

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

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Thomas J. take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Thomas J.

Personality Compatibility


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