Brett Wheeler

Evaluator
DISC Type : DCS

CFO and EVP of Finance and Risk Management at USALLIANCE Financial

Greenwich, Connecticut, United States

Overview

Brett has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

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

Topics They Care About

Brett has no verified topics they care about

Media Appearances

Brett has no verified media appearances

Work History

6-2022
CFO and EVP of Finance and Risk Management at USALLIANCE Financial
6-2023 - 9-2023
Interim CEO at USALLIANCE Financial
5-2017 - 6-2022
Chief Financial Officer at USALLIANCE Financial
9-2014 - 4-2017
Problem Case Officer at NCUA
5-2013 - 9-2014
Regional Capital Markets Specialist at NCUA

Education

2003 - 2008
Bachelor of Science from University of Alabama at Birmingham

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greenwich, Connecticut, United States Job Level : Leadership Designation : CFO and EVP of Finance and Risk Management at USALLIANCE Financial
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Insights For Selling To Brett

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brett is

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

  • 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 Brett move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Brett 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 Brett

Personality Compatibility


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