David Ertel

Collaborator
DISC Type : is

Chief Financial Officer at Vizient, Inc

Dallas-Fort Worth Metroplex, United States

Overview

David Ertel is the Chief Financial Officer at Vizient, bringing over 30 years of experience in healthcare financial management, strategy, and investment banking. He holds dual Masters degrees, an MBA and an MPH, from Columbia University, reflecting his deep expertise at the intersection of finance and healthcare. He previously held roles at Morgan Stanley and the University of Miami Health System.



He has a unique background combining a Master of Business Administration with a Master of Public Health, specializing in finance and hospital administration.

Personality Overview

Example Driven

Good Listener

Fair-minded

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Topics They Care About

Healthcare Analytics
He emphasizes that data investments are crucial for performance improvement and achieving future data-driven goals in healthcare organizations.
Healthcare Transformation
He actively discusses responding strategically to policy changes by redesigning workforce models, rethinking payer relationships, and building financial resilience.
Value-Driven Care
He believes that embracing value-driven care is a key strategy for increasing patient loyalty and addressing top industry concerns like access and capacity.

Media Appearances

Achieving Ongoing Customer Value | David Ertel, CFO, Vizient, Inc.. Featured in CFO Thought Leader

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Work History

5-2018
Chief Financial Officer at Vizient, Inc
9-2021
Advisory Director at Clarify Health Solutions
4-2022 - 7-2024
Board Member at Kaufman Hall
10-2018 - 5-2024
Advisory Director at Acclara
12-2017 - 5-2018
Senior Advisor at BDC Advisors, LLC

Education

Master of Business Administration (MBA) and Master of Public Health (MPH) from Columbia University
Bachelor of Arts (BA) from American University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Chief Financial Officer at Vizient, Inc
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Show genuine interest in solving their problems
  • If possible, involve their colleagues in the sales process
  • Take time to make them feel comfortable before getting to the main pitch

DONT's

  • Don’t get into excessive details unless prompted
  • Don’t ask too many questions that sound too dry and objective
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from David

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will David move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can David take some risk or not?

  • They probably won’t put a lot at risk.

You And David

Personality Compatibility


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