David Miller, CIMA®

Examiner
DISC Type : cs

Senior Strategic Account Manager at Invesco US

New York City Metropolitan Area, United States

Overview

David is an asset management leader with 20 years of experience in product distribution and business development. As a Senior Strategic Account Manager at Invesco, he leverages his expertise in ETFs, mutual funds, and model portfolios to manage key home office relationships. He holds a CIMA certification from The Wharton School.

Colleagues describe him as a dependable professional with exceptional attention to detail, noting that nothing ever slips through the cracks when working with him.

Personality Overview

Late Adopter

Unexpressive

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Strategic Partnerships
His career has focused on managing and developing relationships with top strategic partners and national home offices to increase market share and profitability.
Asset Product Distribution
Has deep expertise in the distribution of mutual funds, ETFs, SMAs, and model portfolios, built over two decades in the financial services industry.
Team Mentorship
A recommendation highlights his ability to manage, mentor, and cultivate a team, considering it a tremendous value-add to the organization.

Media Appearances

David has no verified media appearances

Work History

1-2022
Senior Strategic Account Manager at Invesco US
5-2019 - 12-2021
Strategic Account Manager at Invesco US
1-2018 - 5-2019
VP, Strategic Account Manager at OppenheimerFunds
11-2014 - 12-2017
AVP, Strategic Account Manager at OppenheimerFunds
6-2011 - 10-2014
Regional Advisor Consultant - Greater Philadelphia at OppenheimerFunds

Education

2009 - 2009
CIMA from The Wharton School
1995 - 1999
BS from Quinnipiac University

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York City Metropolitan Area, United States Job Level : Middle Designation : Senior Strategic Account Manager at Invesco US
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

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

  • Often, they don't say no, or keep going about it in circles.

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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