Dave Kaye

Enthusiast
DISC Type : i

Chief Financial Officer at Creative Planning Inc.

Kansas City Metropolitan Area, United States

Overview

Dave Kaye is the Chief Financial Officer at Creative Planning, bringing extensive experience from the banking and wealth management sectors. A results-oriented leader, he has a history of guiding organizations through major strategic restructurings and M&A activities. He holds an MBA from Northwesterns Kellogg School and a BS from the United States Naval Academy.

He is a graduate of the United States Naval Academy, an uncommon and distinguished background for a public company CFO.

Personality Overview

Optimistic

Consensus Focused

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Corporate Restructuring
Has a demonstrated track record of successfully navigating organizations through major strategic turnarounds and restructurings.
Mergers & Acquisitions
Lists M&A and divestitures as a key area of achievement, a focus relevant to his role at the acquisitive Creative Planning.
Wealth Management
His career is centered in the wealth management industry, holding senior finance roles at Creative Planning, Boston Private, and Bank of America's private banking division.

Media Appearances

Dave has no verified media appearances

Work History

6-2020
Chief Financial Officer at Creative Planning Inc.
1-2018 - 3-2019
CEO, Corporate Clients Group at Boston Private
8-2007 - 12-2017
Chief Financial Officer at Boston Private
2006 - 2007
CFO, Columbia Asset Management at Bank of America
2005 - 2006
CFO, Private Banking Division at Bank of America

Education

1991 - 1994
MBA from Northwestern University - Kellogg School of Management
1982 - 1986
BS from United States Naval Academy

More Information

Social Presence :

Prographics :

Exp : 30 Location : Kansas City Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at Creative Planning Inc.
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Insights For Selling To Dave

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Dave

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Dave move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Dave take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Dave

Personality Compatibility


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