John Huseby

Examiner
DISC Type : sc

Financial Solutions Advisor at Merrill Lynch

Miami, Florida, United States

Overview

John Huseby is a Financial Advisor with Merrill Lynch, developing skills in wealth advisory and financial analysis through their training program. Concurrently, he is the Chief Financial Officer at Boundless Vitality, leading financial operations, budgeting, and strategic growth. He holds a bachelors degree from the University of East London.

He simultaneously holds a CFO position at a growing company while completing the rigorous Financial Advisor development program at Merrill Lynch.

Personality Overview

Status Quo Seeker

Unexpressive

Process Oriented

They are always well-planned and adopt a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Wealth Advisory
Currently training in Merrill Lynch’s wealth advisory program, focusing on financial analysis, planning, and client relationship support.
Startup Finance
As CFO of Boundless Vitality, he leads financial operations, builds growth projections, and supports the company's strategic scaling.
Financial Modeling
Builds financial models and growth projections to guide strategic planning and operational scaling in his role at Boundless Vitality.

Media Appearances

John has no verified media appearances

Work History

4-2025
Financial Solutions Advisor at Merrill Lynch
9-2024
Chief Financial Officer at Boundless Vitality
5-2023 - 9-2023
Senior Debt Specialist at Clearpath National Debt Relief
6-2018 - 7-2020
Junior Accountant at Eat Me Guilt Free, INC.

Education

9-2020 - 6-2024
Bachelor's degree from University of East London
2016 - 2020
Education details unavailable from Christopher Columbus High School

More Information

Social Presence :

Prographics :

Exp : 3 Location : Miami, Florida, United States Job Level : Leadership Designation : Financial Solutions Advisor at Merrill Lynch
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • 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 rely on relationship building even if they act pleasantly
  • 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 John is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from John

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can John take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And John

Personality Compatibility


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