Brian K.

Critic
DISC Type : C

EVP, Chief Financial Officer at Bank of Idaho

Denver, Colorado, United States

Overview

Brian has no verified overview

Personality Overview

Precise

ROI Driven

Critic

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

5-2023 - 11-2025
EVP, Chief Financial Officer at Bank of Idaho
9-2022 - 5-2023
VP of Finance at APMEX, Inc.
10-2020 - 8-2022
SVP, Finance at Fortis Private Bank
5-2017 - 10-2020
Vice President, Controller at Fortis Private Bank
2-2009 - 5-2017
Manager, Assurance Services at RSM US LLP

Education

2004 - 2008
Bachelor of Science - BS from Oklahoma State University
Education details unavailable from University of Malta

More Information

Social Presence :

Prographics :

Exp : 16 Location : Denver, Colorado, United States Job Level : N/A Designation : EVP, Chief Financial Officer at Bank of Idaho
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Tell them what ROI they can expect
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Brian

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Brian take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Brian

Personality Compatibility


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