David Barrett

Energizer
DISC Type : I

Strategic Advisor at Lumina

Portland, Oregon, United States

Overview

David Barrett is the Founder and CEO of Expensify, a company he built from his roots as a lifelong programmer. With a BSE from the University of Michigan, he is a top network engineer known for his innovative, thoughtful, and smart leadership. His current focus is on embedding "deep AI" into the core of his preaccounting platform.

Having started programming at age six, Davids personal interests often reflect his technical background. He enjoys playing Minecraft with his daughter, world travel, and fine wine. He lives in Portland, where he also enjoys eating oysters with his wife, Eman.

Unique fact: David created a blockchain-powered database a full year before the Bitcoin white paper was published.

Personality Overview

Imaginative

Relationship Oriented

Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They excel at seeing the bigger picture, and the long-term impact of their decisions. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

AI in FinTech
He is heavily focused on integrating "deep AI" into Expensify's core, aiming for "AI supremacy" by building a conversational, AI-centric platform from scratch to automate complex financial tasks.
Viral Growth Models
He champions a bottom-up, word-of-mouth acquisition model that targets individual users and SMBs, believing traditional enterprise sales methods are ineffective for reaching the mass market.
Product Reinvention
He is leading the creation of "New Expensify, " a complete product rewrite designed as a chat-based financial super-app for both personal and business use.

Media Appearances

David has no verified media appearances

Work History

8-2021
Strategic Advisor at Lumina
5-2008
Founder, CEO, and Director at Expensify
3-2007 - 4-2008
Engineering Manager at Akamai
9-2005 - 4-2008
Engineering Manager at Red Swoosh
Engineering Manager, P2P Division at Akamai Technologies

Education

5-1994 - 5-1998
BSE from University of Michigan

More Information

Social Presence :

Prographics :

Exp : 20 Location : Portland, Oregon, United States Job Level : Leadership Designation : Strategic Advisor at Lumina

Interested in

Lifestyle

Eating oysters

Entertainment

Minecraft

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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Invite them for a lunch or a drink/coffee
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from David

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can David take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And David

Personality Compatibility


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