Bryan Yelvington

Questioner
DISC Type : c

Senior Vice President - Global Business Development at Morningstar

Greater Chicago Area, United States

Overview

Bryan Yelvington is a results-driven sales leader with a long and successful career at Morningstar, rising from an Internal Consultant to his current role as Senior Vice President of Global Business Development. He holds an MBA from the Kellogg School of Management.

Bryan was a decorated college basketball player at Kenyon College, where he was a three-time All-Conference selection. He was named to the North Coast Athletic Conferences 30th Anniversary All-Decade Team, finishing his career as one of the programs all-time leading scorers and rebounders.

Unique fact: He progressed from an entry-level support role to a Senior Vice President entirely within Morningstar, showcasing remarkable career growth and loyalty.

Personality Overview

Value Seeker

Cautious & Analytical

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Private & Semiliquid Markets
Actively shares insights on the growth of interval funds and the importance of liquidity management, showing a focus on emerging, less-traditional investment vehicles.
Strategic Account Management
His career progression and certifications focus on developing long-term, strategic relationships with key partners in the financial services industry.
Global Market Dynamics
Demonstrates an interest in macro-economic factors, such as the market impact of U. S. -China trade relations and tariff de-escalation, on global investment strategies.

Media Appearances

Bryan has no verified media appearances

Work History

1-2016
Senior Vice President - Global Business Development at Morningstar
3-2012 - 12-2015
Regional Sales Director at Morningstar
4-2011 - 3-2012
Consultant - Mid-Atlantic Region at Morningstar
7-2009 - 4-2011
Internal Consultant at Morningstar
5-2005 - 8-2009
Teller and Loan Department Assistant at Metropolitan Bank Group

Education

2012 - 2014
Master of Business Administration (MBA) from Northwestern University - Kellogg School of Management
2005 - 2009
Undergraduate from Kenyon College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Senior Vice President - Global Business Development at Morningstar
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Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Bryan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Bryan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Bryan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Bryan

Personality Compatibility


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