Timothy Finley

Energizer
DISC Type : I

Chief Operating Officer, Global Field Operations at Morningstar

Greater Chicago Area, United States

Overview

Timothy Finley is the Chief Operating Officer of Global Field Operations at Morningstar, with over 25 years of experience driving revenue growth and operational excellence. He leads the go-to-market strategy across sales, marketing, and customer success for the multi-billion dollar organization. He holds a Bachelors degree from Indiana University Bloomington.

Having built his career in Chicago at firms like LaSalle Bank and Morningstar, he likely follows the citys vibrant culture and sports scene. His Indiana University roots also suggest a possible connection to collegiate athletics and alumni activities.

He has demonstrated significant career progression entirely within Morningstar, rising from a Director of Financial Planning to his current COO role.

Personality Overview

Enthusiastic

Relationship Oriented

Believer

They are people oriented, friendly and like creating new connections.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

GTM Strategy
As COO of Global Field Operations, he is directly responsible for aligning sales, marketing, and customer success operations to drive growth and efficiency.
Revenue Operations
His focus is on building scalable processes, systems, and an operational excellence framework to accelerate revenue for a global organization.
Salesforce Platform
In a previous role as Global Head of Sales Excellence, he was directly responsible for Morningstar's Salesforce technology platform and migration projects.

Media Appearances

Timothy has no verified media appearances

Work History

1-2021
Chief Operating Officer, Global Field Operations at Morningstar
7-2015 - 1-2021
Global Head of Sales Excellence at Morningstar
12-2008 - 7-2015
Director of Financial Planning and Analysis at Morningstar
9-2006
Wealth Management Division Head at LaSalle Bank
6-2004 - 10-2006
Director of Retail Strategy at LaSalle Bank

Education

1988 - 1992
Bachelor's from Indiana University Bloomington
1990 - 1990
Education details unavailable from National University of Singapore

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Chief Operating Officer, Global Field Operations at Morningstar
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Insights For Selling To Timothy

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Timothy is

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

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

Insights For Deal Planning

    How fast (or slow) will Timothy move?

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

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

You And Timothy

Personality Compatibility


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