Brian Sanborn, CFA

Editor
DISC Type : SC

Chief Operating Officer at Ned Davis Research

Sarasota, Florida, United States

Overview

Brian has no verified overview

Personality Overview

Skeptic

Objective Thinker

Fact-Driven

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

9-2024
Chief Operating Officer at Ned Davis Research
4-2022
Global Head of Investment Solutions at Ned Davis Research
3-2020 - 8-2022
Senior Vice President - Wealth Management Solutions at Ned Davis Research
Financial Statement Analyst at Vardon Capital Management

Education

2003 - 2004
Masters from Columbia University
1999 - 2003
Bachelor of Science - BS from Davidson College

More Information

Social Presence :

Prographics :

Exp : 5 Location : Sarasota, Florida, United States Job Level : Leadership Designation : Chief Operating Officer at Ned Davis Research
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Brian

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Brian take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Brian

Personality Compatibility


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