Kyle Wesley

Evaluator
DISC Type : DSC

Chief Technology Officer at OnePoint BFG Wealth Partners

New York City Metropolitan Area, United States

Overview

Kyle Wesley is the Chief Technology Officer at OnePoint BFG Wealth Partners, where he aligns business strategy with digital innovation. A graduate of Penn State University and the Wharton Executive Education CTO Program, he holds certifications including Certified Information Security Manager (CISM).

Passionate about the intersection of technology, strategy, and innovation, Kyle focuses on forward-thinking growth and maintaining a client-first mindset within his firm. He actively shares insights on market trends and the broader economic picture, reflecting a deep engagement with the financial industry.

He is currently participating in the Wharton Executive Education CTO Program, joining a cohort of over 90 global technology leaders.

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

AI Monetization
He recently questioned whether hyperscalers can monetize massive AI investments fast enough to justify the capital expenditure, indicating an interest in the practical business application of AI.
Wealth Management Tech
As CTO, his primary focus is on leveraging digital platforms and innovation to drive growth and enhance client services in the wealth management sector.
Client-First Innovation
He highlighted collaboration, innovation, and a "shared client-first mindset" as key drivers for his firm's forward momentum and successful growth.

Media Appearances

Kyle has no verified media appearances

Work History

11-2023
Chief Technology Officer at OnePoint BFG Wealth Partners
5-2019 - 11-2023
Chief Digital Officer (CDO) at OnePoint BFG Wealth Partners
2-2016 - 4-2019
Digital Platform Manager at OnePoint BFG Wealth Partners
5-2014 - 2-2016
Senior Trader / Mutual Funds, UITs, Precious Metals at LPL Financial
10-2012 - 4-2014
Registered Client Service Associate at UBS Wealth Management

Education

Bachelor of Science (B.S.) from Penn State University
Bachelor of Arts (B.A.) from Penn State University

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Technology Officer at OnePoint BFG Wealth Partners
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kyle

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kyle take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kyle

Personality Compatibility


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