Daniel Cotter
Enthusiast · DISC type iWith over 25 years in finance, Dan Cotter is a Financial Consultant at Equitable Advisors specializing in investment and insurance strategies for business owners and high-net-worth individuals. He holds a BA from the University of Notre Dame and frequently speaks to professional organizations like the Ohio and Florida Bar Associations.
Before his career in finance, Dan was the co-owner of a private energy company. This experience provides him with a unique perspective on the challenges and opportunities that business owners face, particularly in the energy sector.
Unique fact: Dan transitioned from being a private energy company co-owner to a specialist in financial and estate planning.
Read the full overview →How Daniel shows up
They tend to be agreeable by nature, so take their promises with a pinch of salt. Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.
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DISC profile (public)
Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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