Daryl Shevin, CFA

Questioner
DISC Type : c

CFO at 13th Floor Investments

Miami, Florida, United States

Overview

Daryl has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Daryl has no verified topics they care about

Media Appearances

Daryl has no verified media appearances

Work History

3-2010
CFO at 13th Floor Investments
8-2007 - 2-2010
CFO at White Barron Asset Mgmt
Fund Accounting Manager at United Capital Asset Management
2-2000 - 7-2006
Fund Administration Supervisor at Kaufman Rossin

Education

1994 - 1998
BS from University of Florida
Real Estate Executive Program- 2018 from Harvard University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Miami, Florida, United States Job Level : Leadership Designation : CFO at 13th Floor Investments
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Insights For Selling To Daryl

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daryl is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Daryl

  • 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 Daryl move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Daryl take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Daryl

Personality Compatibility


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