Brian Friedman, CPA

Energizer
DISC Type : I

CFO at Allied Capital & Development of South Florida

Pompano Beach, Florida, United States

Overview

Brian Friedman is the Chief Financial Officer at Allied Capital & Development of South Florida and US Immigration Fund. A Certified Public Accountant, he leverages his unique educational background, holding both Accounting and Architecture degrees from the University of Florida, to specialize in construction accounting and operations.

He has strong ties to his alma mater, the University of Florida, and is also associated with the Theta Chi Fraternity. Brians entrepreneurial drive is a key personal trait, pushing him to build and develop successful companies and teams throughout his career.

Unique fact: Brian holds degrees in two distinct fields, Accounting and Architecture, giving him a rare blend of financial and design-oriented expertise.

Personality Overview

Big Picture Person

Full Of Energy

Enthusiastic

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections.

Topics They Care About

Construction Finance
His entire career has centered on construction accounting, bonding, and finance, including roles as CFO and VP of Construction Finance for various firms.
Entrepreneurial Leadership
He has an explicitly stated "extremely entrepreneurial spirit" and a passion for building companies and developing successful teams.
Operations Management
His experience includes a COO/CFO role focused on reorganization and expansion, and he enjoys connecting field construction with office operations.

Media Appearances

Brian has no verified media appearances

Work History

9-2012
CFO at Allied Capital & Development of South Florida
9-2011 - 9-2012
COO / CFO at G. Proulx Building Materials / Trebor USA
4-2007 - 9-2011
CFO at Nagelbush Mechanical, Inc.
10-2002 - 4-2007
CFO / VP Construction Finance at D'Asign Source
CFO at Latite Roofing & Sheetmetal LLC

Education

1981 - 1986
Bachelor of Science (BS) from University of Florida
1981 - 1986
Associate of Arts (A.A.) from University of Florida

More Information

Social Presence :

Prographics :

Exp : 23 Location : Pompano Beach, Florida, United States Job Level : Leadership Designation : CFO at Allied Capital & Development of South Florida
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Brian

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Brian take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Brian

Personality Compatibility


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