Tommy Fermin

Critic
DISC Type : C

Audit Managing Director at Deloitte

Costa Mesa, California, United States

Overview

Tommy Fermin is a Managing Director in Deloittes Audit and Assurance practice, specializing in the financial services industry. A Certified Public Accountant with degrees from UC Irvine and California State University, Fullerton, he has extensive experience in financial accounting, valuation, and internal control assessments for investment companies.

He has deep expertise in third-party service examinations, also known as SOC 1 reports.

Personality Overview

Negotiator

Objective Thinker

ROI Driven

They like to take decisions independently and do not seek others' support often.  They prefer to analyze logically and value objective facts over emotions. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Private Credit Valuation
Emphasizes the importance of having a strong, defensible valuation process for private credit to withstand scrutiny.
Wealth Management
Focuses on the critical success factors that are driving the evolution and transformation of leading US wealth management firms.
Investment Tech Platforms
Highlights the operational shift of investment managers from spreadsheet-based workflows to unified, intelligent technology platforms for real-time insights.

Media Appearances

Tommy has no verified media appearances

Work History

11-2010
Audit Managing Director at Deloitte
1-2010 - 10-2010
Audit Associate at Grant Thornton LLP (US)
9-2006 - 12-2009
Senior Associate at State Street
11-2002 - 9-2006
Financial Accounting Supervisor at First American Title

Education

Bachelor of Arts - BA from UC Irvine
Master of Science - MS from California State University, Fullerton

More Information

Social Presence :

Prographics :

Exp : 23 Location : Costa Mesa, California, United States Job Level : Mid-senior Designation : Audit Managing Director at Deloitte
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Insights For Selling To Tommy

During A Call Or A Meeting

DO's

  • 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
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tommy is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Tommy

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Tommy move?

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

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

You And Tommy

Personality Compatibility


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