Brian M. Rust

Questioner
DISC Type : c

Controller, Director of Finance & Accounting at Synergy Settlement Services

Orlando, Florida, United States

Overview

Brian has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

7-2020
Controller, Director of Finance & Accounting at Synergy Settlement Services
11-2018 - 7-2020
Firmwide Subject Matter Expert, Blockchain/Cryptocurrency Technology at CLA (CliftonLarsonAllen)
11-2018 - 7-2020
Senior Associate, Technology Industry at CLA (CliftonLarsonAllen)
11-2017 - 11-2018
Senior Associate, Federal Tax Strategies at CLA (CliftonLarsonAllen)
1-2010 - 12-2013
Managing Partner at Residential Realty Partners

Education

Bachelor of Science from UCF College of Business
Associate of Arts (AA) from St. Petersburg College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Orlando, Florida, United States Job Level : Mid-senior Designation : Controller, Director of Finance & Accounting at Synergy Settlement Services
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Insights For Selling To Brian M.

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian M. is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Brian M.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Brian M. move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Brian M. take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Brian M.

Personality Compatibility


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