David Merritt, CISM, CISA, CRISC, PMP

Enthusiast
DISC Type : i

Chief Operating Officer at Merritt Retirement Industries LLC

Dallas, Texas, United States

Overview

David has no verified overview

Personality Overview

Consensus Focused

Optimistic

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They agree with others often, so exercise caution when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

12-2023
Chief Operating Officer at Merritt Retirement Industries LLC
1-2013 - 11-2023
Information Technology Consultant at Federal Reserve Bank of Dallas
1-2008 - 12-2012
Information Security Advisor at Federal Reserve Bank of Dallas
12-2002 - 1-2008
Information Technology Manager at Federal Reserve Bank of Dallas

Education

1982 - 1987
BBA - Finance from University of Arkansas at Little Rock

More Information

Social Presence :

Prographics :

Exp : 23 Location : Dallas, Texas, United States Job Level : Leadership Designation : Chief Operating Officer at Merritt Retirement Industries LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from David

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will David move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can David take some risk or not?

  • If it seems really necessary, they can take small risks.

You And David

Personality Compatibility


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