David Enemark, CFP®

Examiner
DISC Type : cs

Family Wealth Advisor, Portfolio Management Director, Senior Vice President, Financial Advisor at Morgan Stanley

San Francisco Bay Area, United States

Overview

David has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

2006
Family Wealth Advisor, Portfolio Management Director, Senior Vice President, Financial Advisor at Morgan Stanley
2005
Board Member, Volunteer at Child Advocates of Silicon Valley
2004 - 2006
Financial Advisor at Ameriprise Financial Services, Inc.

Education

BA from Brown University

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : Family Wealth Advisor, Portfolio Management Director, Senior Vice President, Financial Advisor at Morgan Stanley
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • 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

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from David

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can David take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And David

Personality Compatibility


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