David Musto

Enthusiast
DISC Type : i

Chair and CEO at Ascensus

Dresher, Pennsylvania, United States

Overview

David Musto is the Chair and CEO of Ascensus, with over 30 years of experience in the retirement, investment, and insurance industries. Leveraging his background from J. P. Morgan and Great-West Investments, and an MBA from NYU Stern, he is dedicated to driving business growth and performance.

Outside of his corporate roles, David is a family-oriented person who deeply values tradition. He and his wife, Pauline, have enjoyed hosting Thanksgiving for their extended families every year for the past 32 years, cherishing these gatherings as a way to mark the passage of time and family milestones.

For 32 consecutive years, David and his wife have hosted Thanksgiving for their entire extended family.

Personality Overview

Optimistic

Amiable & Agreeable

Non-Confrontational

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Retirement Security
Actively engages in policy discussions on Capitol Hill to help strengthen America's retirement system, exchanging ideas on key initiatives with legislative leaders.
AI in Fintech
Views AI as a transformative force for delivering value and creating complete client experiences, enabling his teams to work smarter and redefine industry possibilities.
Future of Leadership
Participates in industry discussions about developing the next generation of retirement leaders to better serve clients, partners, and associates in a fast-evolving market.

Media Appearances

The RPA Edge Podcast: Ascensus CEO David Musto on Acquisitions and Purposeful Tech. Featured in WealthManagement.com

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Ascensus Announces Planned Leadership Succession. Featured in PR Newswire

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Ascensus Announces Succession Plans, Transamerica Taps CIO. Featured in 401K Specialist Magazine

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Work History

8-2021
Chair and CEO at Ascensus
1-2020 - 8-2021
President and CEO at Ascensus
8-2017 - 1-2020
President at Ascensus
1-2017 - 1-2020
Chair at Defined Contribution Institutional Investment Association (DCIIA)
4-2016 - 7-2017
President, Great-West Investments at Great-West Financial

Education

1990 - 1994
MBA from NYU Stern School of Business
1985 - 1989
BBA from William & Mary

More Information

Social Presence :

Prographics :

Exp : 11 Location : Dresher, Pennsylvania, United States Job Level : Leadership Designation : Chair and CEO at Ascensus
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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
  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • 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?

  • They can take some low-probability risks if needed.

You And David

Personality Compatibility


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