David Andersen

Questioner
DISC Type : c

Regional President at UMB Bank

Salt Lake City, Utah, United States

Overview

David has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to fully evaluate every situation.  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.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

10-2025
Regional President at UMB Bank
8-2022 - 11-2025
Market President at UMB Bank
2-2020 - 8-2022
Sr. Vice President, Commercial Team Lead at UMB Bank
3-2018 - 2-2020
Business Banking Manager at Wells Fargo
8-2014 - 3-2018
Principal Relationship Manager at Wells Fargo

Education

2016 - 2019
Master of Business Administration (MBA) from Colorado State University College of Business
2005 - 2009
Business Management - Finance from Brigham Young University - Idaho

More Information

Social Presence :

Prographics :

Exp : 14 Location : Salt Lake City, Utah, United States Job Level : N/A Designation : Regional President at UMB Bank
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David 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 David

  • 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 David move?

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

  • Can David take some risk or not?

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

You And David

Personality Compatibility


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