Kevin Shelton's Page

What company (companies) do you represent?

Firsk Bank

Website:

http://www.firstbanks.com

Where is your personal office? (City, State/Province, Country)

San Francisco, Ca

Where do you personally sell?

I cover all of Northern California

Describe your company's offerings

Company Retirement Plans (401k, Pension Plans, ESOPs)
Estate and Trust Administration
Investment Management

Which industry do you represent? (How would a client or partner label your service offering?)

Corporate Benefits, Other

Which titles make purchase decisions for your offerings?

CEO/Owner, Finance, Human Resources

Do you target specific types or sizes of companies? If so, please explain.

Small to medium size companies with 2-200 employees.

Who are your power partners? (Who refers business to you? What business are they in?)

Accountants, Estate Planning Attotneys, Planned Giving Officers, Business Brokers, ERISA attorneys

What are some symptoms that a prospect might need your offering?

A company that is changing its legal structure - an example: a sole proprietorship to a C Corp.

A business owner that is thinking about selling her business in the next 5 years.

What differentiates you as a possible business partner?

The consulting component of my services is my key differentiator.

Who first told you about the B2B Power Exchange Community?

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