Bryceon Sumner

Captain
DISC Type : DS

Interim Chief Financial Officer at CDS

United States

Overview

Bryceon Sumner is a seasoned Interim CFO and CPA with extensive experience leading finance operations for NYSE-listed companies, PE portfolio firms, and family offices. A graduate of the University of Georgia and the University of Texas at Austin, he specializes in M&A, financial automation, and managing distributed workforces across diverse industries like technology, green energy, and maritime.

Colleagues describe Bryceon as a highly intelligent, well-rounded, and strategic executive with a high EQ. He shows a keen interest in modern leadership topics, including the best practices for building and managing gender and racially diverse corporate boards, reflecting a focus on progressive and effective governance.

Unique fact: Bryceon was a finalist for the Puget Sound Business Journals CFO of the Year award.

Personality Overview

Decisive But Calm

Long-Term Thinker

Planner & Achiever

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Mergers & Acquisitions
His career highlights extensive buy and sell-side M&A experience and providing strategic advisory through firms like WMP Capital and Eaton Square.
Financial Automation
He focuses on using automated work processes and real-time, cloud-based reporting to streamline finance and accounting services across an organization.
Distributed Workforce
His expertise includes helping organizations transition to a "new normal" by effectively managing remote teams across multiple time zones and businesses.

Media Appearances

Bryceon has no verified media appearances

Work History

1-2025 - 7-2025
Interim Chief Financial Officer at CDS
4-2024
Interim Chief Financial Officer at CDS
Managing Director at WMP Capital
Chief Financial Officer at Lavle
Principal at Eaton Square

Education

Masters in Professional Accounting from Texas McCombs School of Business
BBA from University of Georgia - Terry College of Business

More Information

Social Presence :

Prographics :

Exp : 1 Location : United States Job Level : Mid-senior Designation : Interim Chief Financial Officer at CDS
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Insights For Selling To Bryceon

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryceon is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Bryceon

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Bryceon move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Bryceon take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Bryceon

Personality Compatibility


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