Deshon Terrell in

Deshon Terrell

Evaluator · DISC type Sdc
Business Development Manager at Exit Planning Institute
📍 Cleveland, Ohio, United States

Deshon Terrell is a Business Development Manager at the Exit Planning Institute (EPI), where he leverages his background in finance and banking. He focuses on helping professional advisors utilize exit planning for market differentiation. Deshon holds a Bachelor of Business Administration from Kent State University, which included studying abroad in Florence.

Deshon has a background in mentorship, having served as an Academic Coach for the TRIO, Upward Bound Program, where he guided and acted as a role model for students. He values personal growth and his faith, stating he is thankful for his relationship with his heavenly father.

In 2018, Deshon was nominated and selected as the "Junior of the Year, " an award hosted by the Zeta Phi Beta Sorority.

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Experience
7 Years
Current Role
Business Development Manager
Job Level
Middle
Location
Cleveland, Ohio, United States
Personality Overview

How Deshon shows up

Hard To Convince
Quality Focused
Thorough Evaluator

They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Deshon cares about

Exit Planning
As a Business Development Manager at EPI, he helps advisors use exit planning and value growth to differentiate themselves and find new billing opportunities.
Advisor Development
His role involves working with financial advisors, CPAs, attorneys, and consultants to grow the Certified Exit Planning Advisor (CEPA) community.
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Career

Work history

1-2023
Business Development Manager
Exit Planning Institute
3-2020 - 1-2023
Relationship Manager
Citizens Bank
5-2019 - 4-2020
Team Lead
Target
8-2018 - 5-2019
Student Assistant
Kent State University
6-2018 - 7-2018
Academic Coach
TRIO, Upward Bound Program
In the press

Media appearances

5 New Team Members Join EPI! - Exit Planning Blog. Featured in Exit Planning Institute Blog
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Education
2015 - 2019
Bachelor of Business Administration - BBA
Kent State University
2018 - 2018
Bachelor of Business Administration - BBA
Kent State University, Florence
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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