Dave S. in

Dave S.

Supporter · DISC type s
Chief Operating Officer at Bankuity AI
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
29 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Dave shows up

Procedural
Risk-averse
Slow To Decisions

They maintain good relationships with everyone, internally and externally. They prefer to follow rules and procedures. They are unlikely to become strong champions as they don't prefer pushing other people.

Priorities

Topics Dave cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2024
Chief Operating Officer
Bankuity AI
1-2020
Partner
Pequa Bay Associates
1-2012
Chief Operating Officer
Concord Advice, LLC
3-2006 - 7-2008
Senior Director of Sales
Express Scripts
3-2004 - 9-2005
Executive VP
Myfinancialadvice, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1982 - 1986
Bachelor of Arts (B.A.)
Brandeis University
1992 - 1994
Master of Business Administration (MBA)
Seton Hall University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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