Tom Whalen

Examiner
DISC Type : cs

Chief Financial Officer at Carlsbad Medical Center

Middleton, Massachusetts, United States

Overview

Tom is a seasoned healthcare financial executive, currently serving as the Chief Financial Officer at Carlsbad Medical Center. A Certified Public Accountant with an MBA from Boston University, he brings extensive experience from interim CFO engagements at numerous hospitals and also serves as a Director for the New Mexico HFMA.

Originally from the Boston area, where he attended Boston College and began his career, Tom has a stated interest in supporting cancer research through organizations like the Dana-Farber Cancer Institute. He is also a likely supporter of Boston-area sports teams given his local roots.

Unique fact: Tom is the author of a publication titled "The Financial Health of Massachusetts Hospitals. "

Personality Overview

Overcautious

Late Adopter

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Healthcare Finance
His entire career is focused on healthcare finance, holding CFO and VP of Finance roles. He also holds CPA and Certified Healthcare Financial Professional (CHFP) certifications.
Hospital Turnarounds
Has extensive experience as an interim CFO for multiple medical centers, suggesting an expertise in stabilizing and improving hospital financial operations.
Financial Leadership
He is an active leader in his field, currently serving as a Director and Program Co-Chair for the New Mexico chapter of the Healthcare Financial Management Association (HFMA).

Media Appearances

Tom has no verified media appearances

Work History

9-2021
Chief Financial Officer at Carlsbad Medical Center
2018 - 2020
Controller at Lawrence General Hospital
2014 - 2022
Principal at Monument Healthcare Services
2011 - 2014
Chief Financial Officer at Five Star Quality Care/Braintree Rehabilitation Hospital
2008 - 2010
Vice President of Finance at Caritas Christi Health Care/Good Samaritan Medical Center

Education

9-1998 - 5-2001
Master of Business Administration (MBA) from Questrom School of Business, Boston University
BS from Boston College Carroll School of Management

More Information

Social Presence :

Prographics :

Exp : 29 Location : Middleton, Massachusetts, United States Job Level : Leadership Designation : Chief Financial Officer at Carlsbad Medical Center
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Tom

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Tom take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Tom

Personality Compatibility


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