David Maule, CFA

Wildcard
DISC Type : cis

Senior Equity Research Analyst at Thrivent Financial

Appleton, Wisconsin, United States

Overview

David has no verified overview

Personality Overview

Requires Proof

Friendly But Slow

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

1-2010
Senior Equity Research Analyst at Thrivent Financial
2-2004 - 1-2010
Portfolio Manager at Thrivent Financial
3-2002 - 2-2004
Senior Equity Research Analyst at Thrivent Financial
11-1993 - 9-1997
Senior Accountant and Financial Business Analyst at CUNA Mutual Group
1-1989 - 11-1993
Senior Accountant at Sentry Insurance

Education

1995 - 1998
Master’s Degree from University of Wisconsin-Madison
1983 - 1988
Bachelor of Business Administration (BBA) from University of Wisconsin-Eau Claire

More Information

Social Presence :

Prographics :

Exp : 32 Location : Appleton, Wisconsin, United States Job Level : Mid-senior Designation : Senior Equity Research Analyst at Thrivent Financial
URL has been copied!

Insights For Selling To David

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Persuade objectively how your product will help them achieve their goals
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from David

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They like to perform full analysis and can take time to make any decision.
  • Can David take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And David

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.