Kelly Bonnell

Initiator
DISC Type : Di

Chief Executive Officer at Constellation Wealth Advisors

Cincinnati, Ohio, United States

Overview

Kelly has no verified overview

Personality Overview

Conviction Driven

Confident

Risk-Accepting

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

1-2026
Chief Executive Officer at Constellation Wealth Advisors
3-2022 - 1-2026
Chief Operations Officer at Constellation Wealth Advisors
8-2020 - 3-2022
Executive Director at Main Street Ventures
9-2015 - 4-2020
Chief Operations Officer (Integrator) at BGR
8-2014 - 9-2015
ERP System Project Manager at BGR

Education

2009 - 2011
MBA from Xavier University
2003 - 2007
Bachelor of Science from University of Dayton

More Information

Social Presence :

Prographics :

Exp : 19 Location : Cincinnati, Ohio, United States Job Level : Leadership Designation : Chief Executive Officer at Constellation Wealth Advisors
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Clearly address the competitive aspects
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Kelly

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Kelly take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Kelly

Personality Compatibility


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