Dan Lavelle, CPA, CVA

Critic
DISC Type : C

Partner at Williams Overman Pierce, LLP

Raleigh, North Carolina, United States

Overview

Dan has no verified overview

Personality Overview

Precise

Objective Thinker

Negotiator

They like to do things independently and don’t look for support from others.  They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions.

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

1-2020
Partner at Williams Overman Pierce, LLP
11-2015 - 1-2020
Audit Senior Manager at Williams Overman Pierce, LLP
1-2014 - 7-2015
Controller at Integral Ad Science, Inc.
2-2012 - 12-2013
Financial Reporting Manager at Dealertrack Technologies, Inc.
8-2005 - 6-2011
Audit Manager at KPMG, LLP

Education

2002 - 2005
BA from Pace University - Lubin School of Business
2001 - 2002
Education details unavailable from Merrimack College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Raleigh, North Carolina, United States Job Level : N/A Designation : Partner at Williams Overman Pierce, LLP
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Dan

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Dan take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Dan

Personality Compatibility


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