Dan Yates

Initiator
DISC Type : Di

Board Member at California Community Banking Network

San Diego, California, United States

Overview

Dan has no verified overview

Personality Overview

Conviction Driven

Confident

Impact-Oriented

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

1-2022
Board Member at California Community Banking Network
4-2020
Chairman of the Board at The Conrad Prebys Foundation
5-2017
Chief Executive Officer / Co-Founder at Endeavor Bank
1-2023 - 12-2025
Board Member at Carlsbad Chamber of Commerce
7-2022 - 7-2025
Committee Member at Entrepreneurs'​ Organization

Education

1980 - 1982
BA from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 45 Location : San Diego, California, United States Job Level : Leadership Designation : Board Member at California Community Banking Network
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Clearly address the competitive aspects
  • Look like someone who is on top of their game

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Dan

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Dan take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Dan

Personality Compatibility


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