David Lager, CFA

Inquirer
DISC Type : cd

Vice President - Sponsor Finance and Direct Lending Portfolio Management at MUFG

New York City Metropolitan Area, United States

Overview

David has no verified overview

Personality Overview

Demanding

Hard To Convince

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

10-2023
Vice President - Sponsor Finance and Direct Lending Portfolio Management at MUFG
7-2022 - 3-2023
Senior Associate at Strategy&
10-2019 - 6-2022
Associate Analyst 1 at Moody's Investors Service
3-2018 - 10-2019
Associate Analyst 2 at Moody's Investors Service
10-2015 - 4-2017
Equity Research Associate at Oppenheimer & Co. Inc.

Education

2-2020 - 5-2022
Master of Business Administration - MBA from NYU Stern School of Business
2006 - 2010
B.S. in Business Administration from D'Amore-McKim School of Business at Northeastern University

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President - Sponsor Finance and Direct Lending Portfolio Management at MUFG
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Stress on the business value that your product offers
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from David

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are neither the fastest decision makers nor the slowest.
  • Can David take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And David

Personality Compatibility


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