Brian Casteel

Initiator
DISC Type : Di

Independent Technology Advisor at Freelance

Austin, Texas Metropolitan Area, United States

Overview

Brian is a technology leader specializing in SaaS, cloud, and AI solutions for industries like retail and financial services. He has a proven record of leading global engineering teams at firms like Upshop and Pitney Bowes, excelling in scaling cloud-native products. He is a Certified Scrummaster and a graduate of The University of Texas at Austin.

He recently architected and built an AI-enabled server to access and verify nonprofit organization data via an API using the IRS database.

Personality Overview

Friendly Challenger

Impact-Oriented

Risk-Accepting

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Agentic AI
He is attending the Agentic AI Conference in May 2025 and frequently posts about the practical application of AI coding assistants in enterprise environments.
Cloud-Native SaaS
His recent leadership roles at Upshop and Precisely focused on developing and driving the strategy for Azure cloud-native SaaS solutions.
Engineering Leadership
Praised in recommendations as a "source of inspiration as a leader, " he has extensive experience managing distributed engineering teams across the US, UK, and India.

Media Appearances

Brian has no verified media appearances

Work History

11-2024
Independent Technology Advisor at Freelance
10-2023 - 10-2024
VP of Engineering at Upshop
10-2023
VP of Data at TrueData
VP, R&D at Precisely | Trust in Data
Vice President of Engineering at Pitney Bowes

Education

Bachelor's degree from The University of Texas at Austin
Masters from The University of Texas at Arlington

More Information

Social Presence :

Prographics :

Exp : 2 Location : Austin, Texas Metropolitan Area, United States Job Level : Senior Designation : Independent Technology Advisor at Freelance
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Acknowledge their status and position during the conversation

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Brian

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Brian take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Brian

Personality Compatibility


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