Tom McNamara

Energizer
DISC Type : I

SVP – Operational Data Analytics & Financial Management at Bank of America

Metro Jacksonville, United States

Overview

Tom is a Senior Vice President at The Academy at Bank of America, leveraging an extensive background in financial services. His career includes leadership in operational data analytics, financial management, and process improvement at both Bank of America and Wells Fargo. He holds a Bachelors Degree from Buena Vista University.

Based on his interests, Tom has a strong affinity for The Walt Disney Company, suggesting an appreciation for its business strategy, entertainment, or brand.

He managed three segments of the largest transformational change project within Bank of Americas Global Human Resources business.

Personality Overview

Imaginative

Full Of Energy

Big Picture Person

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

Topics They Care About

Learning & Development
[Predicted] His current role as an Academy Enablement Consultant at Bank of America points to a professional focus on employee training, skill-building, and corporate education programs.
Transformational Change
He managed a major transformational change project at Bank of America, focused on creating unified tools for content production, financial management, and workflow automation.
Operational Analytics
His previous role as an SVP in Operational Data Analytics demonstrates deep experience in using data to drive financial management and business decisions in banking.

Media Appearances

Tom has no verified media appearances

Work History

11-2010
SVP – Operational Data Analytics & Financial Management at Bank of America
7-2009 - 4-2010
Business Analyst at Wells Fargo Home Mortgage
1-2009 - 7-2009
Loan Administration Manager at Wells Fargo Home Mortgage
2-2004 - 1-2009
Operations Analyst at Wells Fargo Home Mortgage

Education

1996 - 2000
Bachelor's Degree from Buena Vista University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Metro Jacksonville, United States Job Level : Leadership Designation : SVP – Operational Data Analytics & Financial Management at Bank of America
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

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

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

Insights For Deal Planning

    How fast (or slow) will Tom move?

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

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Tom

Personality Compatibility


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