David Green

Examiner
DISC Type : cs

Retired Senior Partner and Independent Consultant at Deloitte

Morristown, New Jersey, United States

Overview

David is a retired Senior Partner and current Independent Consultant at Deloitte, where he led the US tax practice for the Life Sciences and Healthcare industry. His expertise spans M&A, international tax, and the application of technology like AI in tax. He is an alumnus of Rutgers University and Pace University.

Outside of his professional life, David is a Board Trustee for the United Way of Northern New Jersey. He has a passion for cooking, enjoying the creativity and flexibility it offers compared to the precision of tax. His interest in healthcare is partly inspired by his father, who was a pharmacist.

He originally intended to become a doctor before a college tax class with a mentor-like professor changed his career path.

Personality Overview

Status Quo Seeker

Overcautious

Unexpressive

They are always well-planned and adopt a systematic approach.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Tax in Life Sciences
As the former leader of Deloitte's US tax practice for this sector, he has deep expertise in advising biopharma and medtech companies on complex tax issues.
Technology in Tax
He is excited about leveraging technology in the tax field, specifically mentioning interests in RPA, AI, and Blockchain to create innovative client solutions.
Future of Health
He is passionate about the indirect role his work plays in advancing health and wellness by helping life sciences clients solve problems and realize greater value.

Media Appearances

David has no verified media appearances

Work History

6-2025
Retired Senior Partner and Independent Consultant at Deloitte
1-2000 - 11-2025
MS Tax Advisory Board Member at Rutgers Business School
1998 - 2009
Board Trustee at United Way of Northern New Jersey
1997 - 11-2025
Partner at Deloitte
1985 - 1997
Partner at Coopers & Lybrand

Education

Bachelor's degree from Rutgers University–New Brunswick
1989 - 1992
MS from Pace University - Lubin School of Business

More Information

Social Presence :

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Exp : 41 Location : Morristown, New Jersey, United States Job Level : Senior Designation : Retired Senior Partner and Independent Consultant at Deloitte
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • 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

  • 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 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


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