Steve Myers

Editor
DISC Type : CS

Chief Financial and Technology Officer at Living Branches

Souderton, Pennsylvania, United States

Overview

Steve Myers is the Chief Financial and Technology Officer at Living Branches, where he provides strategic leadership for both the finance and information technology departments. He earned an MBA from Lehigh University and has built a career focused on mission-driven organizations, primarily in the senior living sector.

Steve is involved in his community, volunteering his expertise as a member of the Finance Committee for the Indian Creek Foundation. His interests include supporting his alma mater, Messiah University, and staying informed through organizations like NPR.

He holds a unique dual-leadership role, guiding both financial strategy and technology innovation for his organization.

Personality Overview

Skeptic

Self-Disciplined

Objective Thinker

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are always well-planned and adopt a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Technology Leadership
He is actively involved in recruiting IT leaders to advance the technology strategies at Living Branches, highlighting its importance to the organization.
Mission-Driven Finance
His career shows a commitment to non-profit, mission-focused organizations, blending financial oversight with community service.
Talent Acquisition
He personally champions the recruitment of key talent for crucial roles, such as Controller and Director of IT, to build a strong team.

Media Appearances

Steve has no verified media appearances

Work History

9-2009
Chief Financial and Technology Officer at Living Branches
11-1992 - 8-2009
CFO at Dock Woods Community
Assitant Director of Finance at Mennonite Home Communities
Commercial Lending Officer at Univest National Bank

Education

1990 - 1991
MBA from Lehigh University College of Business
1983 - 1987
Bachelor of Science from Messiah University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Souderton, Pennsylvania, United States Job Level : Leadership Designation : Chief Financial and Technology Officer at Living Branches
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Actively address their concerns around change, risk, and acceptance by users
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Steve

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Steve take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Steve

Personality Compatibility


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