Brad Kerstetter

Enthusiast
DISC Type : i

Chief Financial Officer at Opya

San Ramon, California, United States

Overview

Brad Kerstetter is a Chief Financial Officer with extensive experience in the healthcare and tech sectors, specializing in complex financial modeling and treasury management. He has led financial operations at companies like Opya and Center for Social Dynamics and holds an accounting degree from San Diego State University.

Beyond his corporate roles, Brad demonstrates a passion for child development and local community, having owned and operated a neighborhood toy store in San Ramon. His work has consistently involved organizations focused on childrens services, including those for autism and other disabilities.

He has unique dual experience as a high-level corporate CFO and a hands-on local business owner.

Personality Overview

Story Driven

Non-Confrontational

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Healthcare Finance
He has a history of financial leadership roles in healthcare-focused organizations and has specifically sought CPA firms with deep industry experience.
Child Development
His career and entrepreneurial ventures, from owning a toy store to working for autism therapy providers, show a strong focus on children's well-being and support services.
Local Entrepreneurship
As the former owner of a "Neighborhood Toy Store, " he has direct experience with the challenges and rewards of running a community-focused retail business.

Media Appearances

Brad has no verified media appearances

Work History

10-2021 - 10-2024
Chief Financial Officer at Opya
8-2011 - 3-2022
Owner at Learning Express Toys San Ramon
3-2014 - 10-2021
Chief Financial Officer at Center for Social Dynamics
8-2011 - 12-2013
Controller at Easter Seals Bay Area
8-2007 - 6-2011
Controller at TapRoot Systems

Education

1979 - 1984
Accounting from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : San Ramon, California, United States Job Level : N/A Designation : Chief Financial Officer at Opya
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Brad

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Brad take some risk or not?

  • They can take some low-probability risks if needed.

You And Brad

Personality Compatibility


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