Brian Weldin, CPA, MBA

Examiner
DISC Type : cs

Senior A&A Manager at Haefele Flanagan

Easton, Pennsylvania, United States

Overview

Brian has no verified overview

Personality Overview

Status Quo Seeker

Process Oriented

Unexpressive

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

11-2023
Senior A&A Manager at Haefele Flanagan
9-2022 - 11-2023
Financial Reporting Manager at CONMED Corporation
12-2020 - 9-2022
Senior Manager at Baker Tilly US
12-2018 - 12-2020
Manager at MGO (Macias Gini & O'Connell LLP)
7-2016 - 11-2018
Manager, Assurance at Baker Tilly Virchow Krause, LLP

Education

2001 - 2005
BBA from Loyola University Chicago
2009 - 2011
MBA from Felician University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Easton, Pennsylvania, United States Job Level : Middle Designation : Senior A&A Manager at Haefele Flanagan
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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
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

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 are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

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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