Dwayne Krpan, CFA

Questioner
DISC Type : c

Client Portfolio Manager at MainStreet Investment Advisors, LLC

Des Moines Metropolitan Area, United States

Overview

Dwayne has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

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

Dwayne has no verified topics they care about

Media Appearances

Dwayne has no verified media appearances

Work History

12-2025
Client Portfolio Manager at MainStreet Investment Advisors, LLC
8-2022 - 11-2025
Managing Director at BTC Capital Management
1-2022 - 4-2022
Director of Business Development at East Point Energy
2017 - 1-2022
Senior Business Development Analyst at MidAmerican Energy Company
2015 - 2017
Natural Gas Trader / Business Development at MidAmerican Energy Company

Education

Chartered Financial Analyst from CFA Institute
Bachelor of Commerce (B.Comm.) from University of Alberta

More Information

Social Presence :

Prographics :

Exp : 27 Location : Des Moines Metropolitan Area, United States Job Level : Middle Designation : Client Portfolio Manager at MainStreet Investment Advisors, LLC
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Insights For Selling To Dwayne

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • 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

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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 Dwayne 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 Dwayne

  • 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 Dwayne move?

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

  • Can Dwayne take some risk or not?

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


You And Dwayne

Personality Compatibility


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