Daniel Fitzpatrick, CFA

Questioner
DISC Type : c

President at Citizens Bank

Philadelphia, Pennsylvania, United States

Overview

Daniel has no verified overview

Personality Overview

Price-Sensitive

Not Easily Convinced

Value Seeker

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Daniel has no verified topics they care about

Media Appearances

Daniel has no verified media appearances

Work History

12-2007
President at Citizens Bank
12-2007
President, Citizens Bank Mid-Atlantic Region, Head of National Industry Verticals at Citizens Financial Group

Education

BS from LaSalle University, Drexel University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Philadelphia, Pennsylvania, United States Job Level : Mid-senior Designation : President at Citizens Bank
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Daniel

  • 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 Daniel move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Daniel take some risk or not?

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


You And Daniel

Personality Compatibility


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