William R. Bridge, CPA, MBA, MST

Editor
DISC Type : CS

Director of Finance and Tax at Altimeter

Boston, Massachusetts, United States

Overview

William R. Bridge is the Director of Finance and Tax at Altimeter Capital, specializing in the investment management industry. His expertise covers accounting and tax functions for hedge and private equity funds, with a background at major firms like EY and KPMG. He is a Certified Public Accountant with an MBA from Suffolk University.

Based on his extensive time spent studying and working in the Boston area, its likely he follows the local sports scene. He may enjoy keeping up with the major professional teams in the region, which are a significant part of the local culture and conversation.

Unique fact: William holds both a CPA certification and an MBA, demonstrating a strong foundation in both the technical and strategic aspects of finance.

Personality Overview

Objective Thinker

Sometimes Friendly

Fact-Driven

They are thorough and always follow a systematic approach.  The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Investment Tax Strategy
As Director of Finance and Tax for an investment firm, he has extensive experience with tax matters for hedge and private equity funds.
Private Equity Finance
His career includes significant work across accounting and finance for private equity funds, a core area of his professional expertise.
Financial Services Careers
Shared posts related to career opportunities and the work environment within the financial services sector at a previous employer, EY.

Media Appearances

William has no verified media appearances

Work History

9-2023
Director of Finance and Tax at Altimeter
2-2022 - 9-2023
Tax Director at Altimeter
1-2020 - 2-2022
Tax Senior Manager at EY
4-2018 - 1-2020
Tax Manager at Highfields Capital
7-2016 - 4-2018
Tax Manager at KPMG

Education

2000 - 2004
Bachelors from Bentley University
2011 - 2015
Master of Business Administration (MBA) from Suffolk University - Sawyer Business School

More Information

Social Presence :

Prographics :

Exp : 21 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Director of Finance and Tax at Altimeter
URL has been copied!

Insights For Selling To William R.

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William R. is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from William R.

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will William R. move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can William R. take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And William R.

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.