Steve Doan, CFA CFP

Examiner
DISC Type : sc

VP, Member Research and Strategies Director at Federal Home Loan Bank of Indianapolis (FHLBI)

Indianapolis, Indiana, United States

Overview

Steve Doan is the VP, Member Research and Strategies Director at the Federal Home Loan Bank of Indianapolis. An expert in economic analysis and financial strategy, he holds CFA and CFP designations and earned his BS and MBA from Ball State University. He is also a public speaker on economic topics for the banking industry.

Outside of his director role, Steve is keenly interested in market trends, following outlets like CNBC and MarketWatch. He values teamwork and publicly recognizes colleagues for their collaborative spirit, showing an appreciation for a positive and supportive work environment.

He is a featured speaker at banking conferences, presenting on economic updates.

Personality Overview

Status Quo Seeker

Unexpressive

Tough To Convince

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Economic Analysis
He speaks at industry conferences on the topic of "Economic Update" and follows financial news from sources like MarketWatch and CNBC.
Financial Strategy
His current role involves leading member research and strategies, drawing on his experience as a former Treasurer and Senior Investment Officer.
Treasury & Risk
His prior role as VP, Senior Director of Treasury Risk Analytics at FHLBI highlights his deep experience in risk management and treasury functions.

Media Appearances

Steve has no verified media appearances

Work History

9-2017
VP, Member Research and Strategies Director at Federal Home Loan Bank of Indianapolis (FHLBI)
6-2014
VP, Senior Director - Treasury Risk Analytics at Federal Home Loan Bank of Indianapolis (FHLBI)
4-1985 - 6-2014
Treasurer and Senior Investment Officer at STAR Financial Bank

Education

1983 - 1987
BS / MBA from Ball State University

More Information

Social Presence :

Prographics :

Exp : 40 Location : Indianapolis, Indiana, United States Job Level : Senior Designation : VP, Member Research and Strategies Director at Federal Home Loan Bank of Indianapolis (FHLBI)
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Steve

  • 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 Steve move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Steve take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Steve

Personality Compatibility


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