Brian Kelbley

Critic
DISC Type : C

President/CEO at Sun Federal Credit Union

Toledo, Ohio Metropolitan Area, United States

Overview

Brian has no verified overview

Personality Overview

Critic

Objective Thinker

Information Seeker

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They like to do things independently and don’t look for support from others.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

6-2023
President/CEO at Sun Federal Credit Union
1-2023 - 6-2023
Executive Vice President at Sun Federal Credit Union
6-2018 - 1-2023
Vice President of Finance and Business Services at Sun Federal Credit Union
3-2014 - 6-2018
Senior Financial Analyst / Financial Analyst at Accolade Investment Advisory, LLC
5-2011 - 3-2014
Senior Auditor / Staff Auditor at American Share Insurance

Education

2015 - 2017
Master of Business Administration (M.B.A.) from Capital University
2007 - 2011
Bachelor of Science in Business Administration (BSBA) from Bowling Green State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Toledo, Ohio Metropolitan Area, United States Job Level : N/A Designation : President/CEO at Sun Federal Credit Union
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • 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

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Brian

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Brian take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Brian

Personality Compatibility


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