B. Dan Berger in

B. Dan Berger

Questioner · DISC type c
Strategic Advisor at Open Lending
📍 Key West, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
43 Years
Current Role
Strategic Advisor
Job Level
Leadership
Location
Key West, Florida, United States
Personality Overview

How B. shows up

Price-Sensitive
Not Easily Convinced
Cautious & Analytical

They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics B. cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2024
Strategic Advisor
Open Lending
2-2024
President & CEO
Southernmost Capital Advisors, Inc
1-2024
Strategic Advisor
Curql
2006
Distinguished Lecturer
Florida State University, Harvard University, George Mason University, George Washington University
8-2013 - 1-2024
President & CEO
NAFCU (National Association of Federally-Insured Credit Unions)
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's of Science
Florida State University
declared Bachelor's of Science
Appalachian State University
Master's Degree in Public Administration
Harvard Kennedy School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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