David Jones

Critic
DISC Type : C

Senior Financial Analyst at Ameriprise Financial Services, LLC

Payette, Idaho, United States

Overview

He is the CEO of A Million Dreams Corp and a Senior Financial Analyst at Ameriprise Financial Services. With experience in banking and wealth advising for business owners and high-net-worth clients, he holds a B. A. from California State University, Fullerton and specialized education in financial planning from UC Irvine.

He describes himself as a philosopher, writer, and comedian by night, driven by a mission to help others achieve their lifes purpose. Passionate about leadership, he believes in the importance of loving what you do and giving back to the community.

Unique fact: He is a certified Competitive Eating Champion.

Personality Overview

Critic

ROI Driven

Objective Thinker

It is very likely that they will negotiate pricing or other important terms.  They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Financial Strategy
His career focuses on creating financial strategies for high-net-worth clients and business owners, supported by his specialized education in personal financial planning.
Business Development
Previously worked as a Business Development Manager, concentrating on uncovering the needs of business owners and their employees to facilitate growth.
Customer Service Philosophy
Believes exceptional customer service is paramount to profitability, quoting Henry Ford to emphasize its importance in long-term business success.

Media Appearances

David has no verified media appearances

Work History

12-2019
Senior Financial Analyst at Ameriprise Financial Services, LLC
4-2018 - 9-2018
Banking at State Farm ®
1-2018 - 9-2018
Banking and Insurance Specailist at State Farm ®
11-2016 - 7-2018
Business Development Manager at AGP Wealth Advisors
Banker at Wells Fargo

Education

2007 - 2009
Bachelor of Arts (B.A.) Cum Laude 3.5 from California State University, Fullerton
2014 - 2015
Personal Financial Planning Specialized Studies Accelerated Program from University of California, Irvine Division of Continuing Education

More Information

Social Presence :

Prographics :

Exp : 7 Location : Payette, Idaho, United States Job Level : Middle Designation : Senior Financial Analyst at Ameriprise Financial Services, LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect

DONT's

  • Do not use very emotional or colorful language
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from David

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will David move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can David take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And David

Personality Compatibility


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