Dan Miller

Critic
DISC Type : C

General Partner at 3MC Real Estate Investment Partners

Charlotte, North Carolina, United States

Overview

Dan Miller is the Co-Founder, President, and Managing Partner of Unity FI Solutions, specializing in treasury management and software development. He is a Penn State University alumnus with a background in financial accounting at firms like Bank of America. People who have worked with him describe him as professional, honest, intelligent, and driven.

Based on his shared content, Dan appears to draw inspiration from the principles of leadership, perseverance, and success espoused by figures like Steve Jobs, Martin Luther King Jr. , and Henry Ford. This suggests a focus on consistent effort and courageous vision in his personal and professional philosophy.

Unique fact: Alongside his role in payment solutions, Dan is also a General Partner at a real estate investment firm, 3MC Real Estate Investment Partners.

Personality Overview

Critic

Objective Thinker

Precise

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

Topics They Care About

Payment Technology
As the co-founder of Unity FI Solutions, he is at the forefront of developing and managing advanced payment and treasury management solutions for businesses.
B2B Financial Solutions
His career is focused on providing client solutions in merchant services and financial software, indicating a deep interest in business-to-business financial efficiency.
Real Estate Investing
He is actively involved in the real estate sector as a General Partner with 3MC Real Estate Investment Partners, focusing on land acquisition and financing.

Media Appearances

Dan has no verified media appearances

Work History

2006 - 2009
General Partner at 3MC Real Estate Investment Partners
1-2000
Co-Founder, President & Managing Partner at Unity FI Solutions
3-1987 - 1-2001
Vice President - Controller Structured Capt Markets at Bank of America
3-1984 - 3-1987
Senior Financial Accountant at MBank Dallas

Education

1979 - 1983
BS from Penn State University
1979 - 1983
BS from Pennsylvania State University-Erie Campus

More Information

Social Presence :

Prographics :

Exp : 25 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : General Partner at 3MC Real Estate Investment Partners
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

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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