Daniel Burns

Researcher
DISC Type : Cs

Senior Partner at Alumni Ventures Group

Greater Boston, United States

Overview

Daniel is a Senior Partner at Alumni Ventures Group with nearly 30 years of experience in financial markets, specializing in alternative asset classes and venture capital. He leads fundraising and investor relations in New England, leveraging his extensive market knowledge. Daniel is a graduate of Bates College.

Based on his professional history, Daniel appears to be a dedicated financial services leader who has spent his career in the New England area. He is described as a strong mentor and coach who is naturally curious and willing to question the status quo in the industry.

Unique fact: Daniel has been recognized as "Wholesaler of the Year" on two separate occasions for his outstanding performance.

Personality Overview

Soft Communicator

Process Focused

Cost Conscious

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Venture Capital
Believes VC is focused on long-term value creation and can provide outsized returns with low correlation to public markets, as stated in his role description.
Alternative Assets
His experience has shown him the importance of alternative asset classes and the positive effect they can have on portfolios.
Sales Leadership
A seasoned leader with deep experience in the entire sales process, from business development to closing multi-million dollar deals.

Media Appearances

8 to Watch: Alumni on the Rise – Featuring Daniel Burns, Senior Partner at Alumni Ventures Group. Featured in Wisconsin School of Business – Update Magazine

See Now

Work History

3-2020
Senior Partner at Alumni Ventures Group
12-2007 - 8-2019
Director at TIAA
2005 - 2007
Financial Advisor at Marblehead Financial
2000 - 2005
Regional Sales Consultant/Financial Advisor at Fleet Bank/Bank of America
1994 - 2000
Assistant Vice President at Keyport Life Insurance Company

Education

Bachelor's degree from Bates College
Certificate Program from University of St Andrews

More Information

Social Presence :

Prographics :

Exp : 31 Location : Greater Boston, United States Job Level : N/A Designation : Senior Partner at Alumni Ventures Group
URL has been copied!

Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Daniel

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Daniel take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Daniel

Personality Compatibility


Other Alumni Ventures Group Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.