Brian Ambrosia

Inquirer
DISC Type : cd

Director at MarshBerry

Hudson, Ohio, United States

Overview

Brian is a Director at MarshBerry, focusing on mergers & acquisitions, capital raising, and financial advisory for insurance brokers. A former partner at a major law firm, he holds a JD from Cleveland-Marshall College of Law and several FINRA registrations, blending legal and financial expertise.

Brian has a history of community engagement, previously volunteering with the Legal Aid Society of Cleveland. Given his education and career based in Ohio, he may have an affinity for local university and professional sports teams.

He made a unique career transition from a law partner specializing in employment litigation to a director focused on financial advisory and M&A within the insurance sector.

Personality Overview

Judgemental

ROI Conscious

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Insurance Brokerage M&A
His core expertise is advising insurance brokers on mergers, acquisitions, capital raising, and perpetuation planning, drawing from extensive experience in the field.
AI in Insurance
He recently presented on leveraging AI to drive customer service efficiency and create value, indicating a strong interest in technology's role in the industry.
Industry Regulation
He recently wrote about the FTC's rule banning non-compete clauses, showing he actively tracks regulatory changes and their impact on the insurance brokerage industry.

Media Appearances

Brian Ambrosia | Director - MarshBerry. Featured in MarshBerry (official website)

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Brian Ambrosia - Director at MarshBerry - The Org. Featured in The Org

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Work History

7-2021
Director at MarshBerry
1-2017 - 7-2021
Vice President at MarshBerry
9-2005 - 1-2017
Partner at Taft Stettinius & Hollister LLP

Education

2002 - 2005
JD from Cleveland State University - Cleveland-Marshall College of Law
1998 - 2002
B.B.A from Ohio University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Hudson, Ohio, United States Job Level : Mid-senior Designation : Director at MarshBerry
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Brian

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Brian take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Brian

Personality Compatibility


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