Dan Rao

Questioner
DISC Type : c

Director of IT - Enterprise Risk at Cetera Financial Group

Southlake, Texas, United States

Overview

Dan has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Price-Sensitive

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. They prefer to analyze every situation thoroughly.


Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

2-2023
Director of IT - Enterprise Risk at Cetera Financial Group
10-2016 - 2-2023
Manager, various positions at Toyota North America
5-2013 - 10-2016
Principal Consultant at TEKsystems
9-2012 - 5-2013
Small Business Owner at Third Eye Systems, LLC
9-2011 - 9-2012
Program Director at SLK

Education

1996 - 1997
Master of Business Administration (MBA) from University of Pittsburgh Katz Graduate School of Business
1996 - 1997
MBA from University of Pittsburgh
1990 - 1994
BE from The Maharaja Sayajirao University of Baroda

More Information

Social Presence :

Prographics :

Exp : 29 Location : Southlake, Texas, United States Job Level : Mid-senior Designation : Director of IT - Enterprise Risk at Cetera Financial Group
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Dan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Dan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Dan

Personality Compatibility


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