Dan Devlin

Planner
DISC Type : Sc

Sr SBA BDO at Northwest Bank

Greater Indianapolis, United States

Overview

Dan Devlin is a Regional Vice President and Senior SBA Business Development Officer at Northwest Bank, specializing in SBA 7a financing for ESOPs and business acquisitions. With over 30 years of experience, he previously held a similar role at PNC Bank. He holds a bachelors in agricultural finance from Purdue and a masters from the Graduate School of Banking at UW-Madison.

Dan appears to be deeply engaged in his community, having been re-appointed to a local board in Pittsboro, Indiana, through 2020. His professional interests extend to the food and agribusiness sectors, reflecting his educational background and a prior role as a banker in that vertical. He covers the Indiana markets for Northwest Bank.

Unique fact: He has a specific bachelors degree in agricultural finance, which directly connects to his past professional focus on the agribusiness sector.

Personality Overview

Not Very Vocal

Slower Adopter

Deliberate

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

SBA Financing
As a career SBA Business Development Officer, this is his core expertise, focusing on providing creative and flexible financing solutions for small businesses.
ESOP Transactions
His professional headline highlights a specific focus on using SBA 7a loans to facilitate Employee Stock Ownership Plans, a niche within business finance.
Food & Agribusiness
His background includes a role as a Food, Beverage & Agribusiness Banker, and he has a degree in agricultural finance, showing a long-standing interest in this sector.

Media Appearances

Dan has no verified media appearances

Work History

12-2023
Sr SBA BDO at Northwest Bank
12-2015 - 10-2023
Vice President, SBA Business Development Officer at PNC
10-2015 - 1-2022
Food, Beverage & Agribusiness Banker at PNC, Bank

Education

Bachelor of Science - BS from Purdue University
Masters from Graduate School of Banking at the University of Wisconsin - Madison

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Indianapolis, United States Job Level : N/A Designation : Sr SBA BDO at Northwest Bank
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • 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 use phrases like 'do not worry', 'i promise' etc.
  • 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 Dan is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Dan

  • 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 Dan move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Dan take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Dan

Personality Compatibility


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