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

Fact-Driven

Slow Buyer

Self-Disciplined

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

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

  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid winging it with them particularly, answer a question only if you know the answer well

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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