Brian Sanborn, CFA in

Brian Sanborn, CFA

Editor · DISC type SC
Chief Operating Officer at Ned Davis Research
📍 Sarasota, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
5 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Sarasota, Florida, United States
Personality Overview

How Brian shows up

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.

Priorities

Topics Brian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

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

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2003 - 2004
Masters
Columbia University
1999 - 2003
Bachelor of Science - BS
Davidson College
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Brian. Free, 10 seconds.