David Christian, CFP®

Planner
DISC Type : Sc

Chief Growth Officer at Coldstream

Portland, Oregon, United States

Overview

David has no verified overview

Personality Overview

Disciplined

Deliberate

Slower Adopter

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

6-2025
Chief Growth Officer at Coldstream
2-2014 - 6-2025
Founding Partner, Managing Director at Cable Hill Partners
6-1998 - 2-2014
Senior Vice President, CFP, CAP at Merrill Lynch

Education

1993 - 1998
BS from Oregon State University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Portland, Oregon, United States Job Level : Leadership Designation : Chief Growth Officer at Coldstream
URL has been copied!

Insights For Selling To David

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from David

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can David take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And David

Personality Compatibility


Other Coldstream Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.