Brian Terraciano

Examiner
DISC Type : cs

Head of Operations at Elevation Point

New York City Metropolitan Area, United States

Overview

Brian is the Head of Operations at Elevation Point, bringing nearly three decades of experience in financial services. A graduate of the University of Vermont and Seton Hall University, he specializes in global operations, business transformation, and client satisfaction. People who have worked with him describe him as adaptable, impactful, and a creative problem-solver.

He is dedicated to fostering strong professional relationships and has a passion for continuous learning, recently completing certifications in Generative AI and Microsoft 365 Copilot. Throughout his career, he has valued traveling to meet with clients and team members across the United States and India.

After building a 27-year career at BNY Mellon | Pershing, he embraced a new challenge by joining Elevation Point to transform how advisors and clients are served.

Personality Overview

Status Quo Seeker

Tough To Convince

Process Oriented

They are always well-planned and adopt a systematic approach.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. Being observant comes to them naturally.

Topics They Care About

Client Experience
His career focus has been on providing an exceptional client experience by understanding stakeholder needs and fostering strong relationships.
Operations Leadership
He has extensive experience leading large, global operations teams, including a team of over 250 employees with oversight for $500B in assets at BNY Mellon.
Generative AI
He has recently completed courses on Generative AI for Business Leaders and Introduction to AI, indicating a strong interest in its business applications.

Media Appearances

$3.4bn Elevation Point taps marketing, operations heads - Citywire. Featured in Citywire

See Now

Work History

11-2024
Head of Operations at Elevation Point
2021 - 1-2024
Senior Director / Head of Middle Office Operations at BNY Mellon | Pershing
2014 - 2021
Director Of Operations at BNY Mellon | Pershing
2011 - 2014
Director - Client Transitions at BNY Mellon | Pershing
2006 - 9-2011
Relationship Manager at BNY Mellon | Pershing

Education

Bachelor of Arts - BA from University of Vermont
Masters from Seton Hall University

More Information

Social Presence :

Prographics :

Exp : 29 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Operations at Elevation Point
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

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

  • They don’t say no often, they push out the decisions or keep going around 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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