Brandon Loyfman

Evaluator
DISC Type : CSD

Account Executive at Auquan

United States

Overview

Brandon is an Account Executive at Auquan, specializing in Agentic AI solutions for financial services. He has a track record of exceeding sales quotas by partnering with private credit, risk, and private equity leaders to automate complex workflows. He holds a degree in Finance from Loyola University Chicago.

As a first-generation Ukrainian American, Brandon is deeply connected to his heritage and actively involved in humanitarian aid for Ukraine. He has openly shared his journey as a non-traditional student, highlighting his resilience and unique path to success outside of conventional academic achievements.

He organized a fundraiser with Nova Ukraine to provide immediate humanitarian aid to Ukrainians.

Personality Overview

Thorough Evaluator

Quality Focused

Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Agentic AI
He helps large financial institutions operationalize Agentic AI in high-stakes environments like underwriting, risk, and investment workflows.
Financial Workflows
His expertise lies in deploying AI to automate complex processes for private credit, risk management, and private equity investment.
Humanitarian Aid
As a first-generation Ukrainian American, he is personally invested in and has launched fundraisers to provide humanitarian aid to Ukraine.

Media Appearances

Brandon has no verified media appearances

Work History

2025 - 2026
Account Executive at Auquan
2024 - 2025
Account Executive at Premialab
2023 - 2024
Sales Development Representative at AlphaSense
2021 - 2023
Sales Development Representative at Via
2020 - 2021
Sales Development Representative at Braze

Education

2017 - 2020
Finance from Loyola University Chicago

More Information

Social Presence :

Prographics :

Exp : 12 Location : United States Job Level : N/A Designation : Account Executive at Auquan
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Insights For Selling To Brandon

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Brandon

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Brandon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Brandon take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Brandon

Personality Compatibility


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