Peter Bryans, CFA®, CAIA®, CFP®

Questioner
DISC Type : c

Senior Investment Analyst, Partner at MCF

Covington, Kentucky, United States

Overview

Peter has no verified overview

Personality Overview

Price-Sensitive

Systematic

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Peter has no verified topics they care about

Media Appearances

Peter has no verified media appearances

Work History

7-2024
Senior Investment Analyst, Partner at MCF
12-2019 - 7-2024
Senior Investment Analyst at MCF
11-2015 - 12-2019
Investment Analyst at MCF
4-2012 - 11-2015
Equity Options Research at Schaeffer's Investment Research
6-2009 - 6-2012
Intern at HORAN

Education

2007 - 2011
Bachelor of Business Administration (B.B.A.) from The Ohio State University Fisher College of Business
2004 - 2007
H.S. Diploma from St. Xavier High School

More Information

Social Presence :

Prographics :

Exp : 16 Location : Covington, Kentucky, United States Job Level : Mid-senior Designation : Senior Investment Analyst, Partner at MCF
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Insights For Selling To Peter

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Peter is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Peter

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Peter move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Peter take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Peter

Personality Compatibility


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