Kyle Kneubuhl

Pioneer
DISC Type : Dsi

Managing Director- Credit Union and Banking Solutions at UPTIQ

Los Angeles, California, United States

Overview

Kyle has no verified overview

Personality Overview

Decisive But Friendly

Friendly But Fast

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Kyle has no verified topics they care about

Media Appearances

Kyle has no verified media appearances

Work History

10-2025
Managing Director- Credit Union and Banking Solutions at UPTIQ
10-2024
SVP, Enterprise & Bank Partnerships at UPTIQ
5-2023 - 5-2025
Senior Vice President- Credit Operations Manager at UPTIQ
3-2023 - 1-2024
Senior Vice President at Focus Financial Partners
10-2016 - 1-2024
Senior Vice President Commercial Relationship Manager at WNB Commercial

Education

Education details unavailable from Santiago Canyon College

More Information

Social Presence :

Prographics :

Exp : 10 Location : Los Angeles, California, United States Job Level : Mid-senior Designation : Managing Director- Credit Union and Banking Solutions at UPTIQ
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Keep your pitch focused on the impact but nurture the relationship too
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Kyle

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They are generally fast movers and can take quick decisions
  • Can Kyle take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Kyle

Personality Compatibility


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