Danny Hernandez

Critic
DISC Type : C

Business Development Officer at BNY Pershing

Greater Orlando, United States

Overview

Danny Hernandez is a Senior Vice President of Business Development at BNY Pershing, focusing on generating new RIA Custody partnerships in Texas and the Southwest. Based in Central Florida, he is a results-oriented professional and an alumnus of the University of Central Florida with Series 24 and 63 certifications.

Outside of his direct role, Danny is highly engaged in the financial technology sector. He actively participates in industry events to explore the latest digital enhancements and solutions that are shaping the future of wealth management, demonstrating a keen interest in technological innovation within his field.

He recently represented BNY Pershing at the T3 Financial Tech conference in Dallas.

Personality Overview

Precise

Critic

Information Seeker

They like to take decisions independently and do not seek others' support often.  Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Financial Technology
Actively attends and posts about financial tech conferences like #T32025, focusing on the future of wealth management and new digital solutions.
RIA Partnerships
His primary professional focus is on creating and managing new RIA Custody partnerships in the Texas and Southwest regions for BNY Pershing.
Wealth Management
Emphasizes creating strategic relationships with firms like SteelPeak Wealth to deliver innovative, advisor-centric solutions for their clients.

Media Appearances

Danny has no verified media appearances

Work History

7-2022
Business Development Officer at BNY Pershing
12-2015 - 8-2022
Transition Account Manager at BNY Pershing
9-2012 - 12-2015
Customer Trainer at BNY Pershing
1-2009 - 3-2011
Financial Representative at Northwestern Mutual Financial Network

Education

Bachelor of Science from University of Central Florida
Associate in Arts from Valencia College

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Orlando, United States Job Level : N/A Designation : Business Development Officer at BNY Pershing
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Insights For Selling To Danny

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Danny is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Danny

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Danny move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Danny take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Danny

Personality Compatibility


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