Brandon Kanoy, CPA

Commander
DISC Type : D

Chief Financial Officer at Avior Wealth Management, LLC

Kansas City Metropolitan Area, United States

Overview

Brandon has no verified overview

Personality Overview

Candid & Clear

Decisive

Very Quick

They respond better to strong and respectful interactions.  They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships.

Topics They Care About

Brandon has no verified topics they care about

Media Appearances

Brandon has no verified media appearances

Work History

12-2023
Chief Financial Officer at Avior Wealth Management, LLC
9-2021 - 12-2023
Controller at Sana
1-2021 - 11-2021
Director Of Accounting at Mariner Wealth Advisors
11-2016 - 12-2020
Accounting Manager at Mariner Wealth Advisors
8-2016 - 11-2016
Solutions Specialist at Card Compliant

Education

2012 - 2013
Masters of Accountancy from University of Central Missouri
2009 - 2012
Bachelor's degree from University of Central Missouri

More Information

Social Presence :

Prographics :

Exp : 12 Location : Kansas City Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at Avior Wealth Management, LLC
URL has been copied!

Insights For Selling To Brandon

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Make sure that you circle back fast on any action items, it wins their trust
  • Be respectful but crisp

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Avoid being too verbose
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Brandon

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Brandon move?

  • If convinced, they can reach decisions quite fast.
  • Can Brandon take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Brandon

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.