Dan Lai, CPA

Energizer
DISC Type : I

Portfolio CFO at Sierra LLC Air Conditioning & Plumbing

Las Vegas, Nevada, United States

Overview

Dan has no verified overview

Personality Overview

Enthusiastic

Big Picture Person

Imaginative

They are friendly, approachable and love to make new connections.  They are always positive and upbeat, so take their promises with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

4-2016
Portfolio CFO at Sierra LLC Air Conditioning & Plumbing
Chief Financial Officer at Sierra Air Conditioning, Inc.
9-2012 - 7-2016
Assurance and Advisory Services at EY
1-2012 - 9-2012
Consultant at American Gaming Systems
Finance/Accounting at PulteGroup

Education

Education details unavailable from University of Nevada-Las Vegas
BBA from Idaho State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Las Vegas, Nevada, United States Job Level : Leadership Designation : Portfolio CFO at Sierra LLC Air Conditioning & Plumbing
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Share some stories about how you you have helped people in similar positions succeed
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid cutting into their flow
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Dan

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Dan take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Dan

Personality Compatibility


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