Keane Palmer

Researcher
DISC Type : Cs

Data Engineer at Edmunds

Los Angeles Metropolitan Area, United States

Overview

Keane Palmer is a Product Manager at Edmunds, specializing in Robotic Process Automation and Agentic Systems. He is also the Co-Founder of TrueFi. ai, an AI-driven personal finance startup. He is currently completing his MBA at the UCLA Anderson School of Management, complementing his B. S. from the University of Colorado Boulder.

While pursuing his MBA, Keane co-founded the FinTech startup TrueFi. ai to make personal finance more intuitive and accessible through a conversational AI assistant. His motivation stemmed from a desire to simplify the complexities of wealth management he observed during his earlier career in finance.

Personality Overview

Self-Disciplined

Perfectionist

Cost Conscious

Being observant comes to them naturally.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

FinTech Innovation
As the co-founder of TrueFi. ai, he is actively building an AI-driven platform to make personal finance and wealth management more human-centric and accessible.
Intelligent Automation
His career at Edmunds has progressed into roles focused on Robotic Process Automation and Agentic Systems, showing a deep interest in enterprise efficiency.
Entrepreneurship
Demonstrated a strong entrepreneurial drive by launching a startup while simultaneously completing his MBA at UCLA Anderson.

Media Appearances

Keane has no verified media appearances

Work History

2-2025
Data Engineer at Edmunds
10-2021 - 2-2025
Technical Program Manager at Edmunds
4-2018 - 10-2021
Technical Business Analyst at Edmunds
5-2013 - 5-2015
Financial Analyst at Brown Brothers Harriman
5-2011 - 12-2012
Client Service Associate at Raymond James Financial Inc.

Education

Master of Business Administration - MBA from UCLA Anderson School of Management
2009 - 2013
Bachelor of Science (B.S.) from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 11 Location : Los Angeles Metropolitan Area, United States Job Level : Middle Designation : Data Engineer at Edmunds
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Insights For Selling To Keane

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keane 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 Keane

  • 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 Keane move?

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

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

You And Keane

Personality Compatibility


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