Brian R.

Pioneer
DISC Type : DSI

Mergers and Acquisitions Specialist at Transworld Business Advisors

Pebble Beach, California, United States

Overview

Brian has no verified overview

Personality Overview

Dynamic But Sincere

Driven But Considerate

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

8-2025
Mergers and Acquisitions Specialist at Transworld Business Advisors
8-2025
President & Founder at Bee Oak Partners, LLC
1-2025
Personal goal pursuit at Career Break
12-2024 - 8-2025
Personal goal pursuit at Career Break
8-2022 - 12-2024
General Manager at Bay View Community

Education

8-1995 - 5-1997
Master's degree from Georgetown University Walsh School of Foreign Service
8-1994 - 5-1995
Associate's degree from Coro Foundation

More Information

Social Presence :

Prographics :

Exp : 3 Location : Pebble Beach, California, United States Job Level : Junior Designation : Mergers and Acquisitions Specialist at Transworld Business Advisors
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Brian

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are generally fast movers and can take quick decisions
  • Can Brian take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Brian

Personality Compatibility


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