Dan Burke, CFA

Evaluator
DISC Type : sdc

Founding Partner, Investment Management at Callan Family Office

Washington DC-Baltimore Area, United States

Overview

Dan has no verified overview

Personality Overview

Thorough Evaluator

Hard To Convince

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

3-2022
Founding Partner, Investment Management at Callan Family Office
6-2021 - 4-2022
Managing Director, Head of Institutional OCIO at Wells Fargo Private Bank
3-2019 - 6-2021
Abbot Downing Managing Director of Asset Management at Wells Fargo Private Bank
11-2014 - 3-2019
Director, Portfolio Construction and Analytics - Abbot Downing at Wells Fargo Private Bank
9-2011 - 11-2014
Portfolio Manager, Vice President at Wells Fargo Private Bank

Education

2012 - 2014
Master of Business Administration (M.B.A.) from The University of Chicago Booth School of Business
2002 - 2005
BS Business Administration from Bowling Green State University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Washington DC-Baltimore Area, United States Job Level : N/A Designation : Founding Partner, Investment Management at Callan Family Office
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Dan

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Dan take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Dan

Personality Compatibility


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