David O'Connell

Inquirer
DISC Type : dc

Founder at O'Connell Lending Insights

Brookline, Massachusetts, United States

Overview

David O’Connell is the founder of OConnell Lending Insights, an analyst firm focused on business lending. With a background as a commercial lender and a Strategic Advisor at Datos Insights, he possesses deep expertise in the entire loan lifecycle, from origination to servicing, with a special emphasis on AI. He holds an MBA from Boston University.

Based on his education at Boston University and Providence College, David has strong ties to the New England area. He values professional connections, frequently attending and promoting industry networking events in the Boston Seaport area.

He recently founded his own specialized research firm after more than a decade as a leading industry analyst.

Personality Overview

Hard To Convince

ROI Conscious

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

AI in Lending
His firm emphasizes AI, and he recently published a report on the embrace of "agentic AI" by commercial lending professionals.
Business Lending Tech
His core research area covers the technologies and best practices lenders use to improve scale, speed, and borrower experience across the entire loan lifecycle.
Financial Cross-Selling
He has expressed a strong interest in bridging the gap between lending and non-credit product sales to improve bank profitability (RAROC).

Media Appearances

David has no verified media appearances

Work History

6-2025
Founder at O'Connell Lending Insights
4-2012 - 4-2025
Stratetic Advisor, Commercial Banking at Datos Insights
6-2005 - 4-2012
Principal Analyst at Nucleus Research
6-2000 - 5-2005
Portfolio Manager at Citizens Bank
Fixed Income Analyst at Freedom Capital Mgt

Education

1989 - 1991
MBA from Boston University
1982 - 1986
Bachelor of Science (B.S.) from Providence College

More Information

Social Presence :

Prographics :

Exp : 25 Location : Brookline, Massachusetts, United States Job Level : Leadership Designation : Founder at O'Connell Lending Insights
URL has been copied!

Insights For Selling To David

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach
  • 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

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from David

  • They might hesitate a little, but they will say no if they are not convinced.

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?

  • Once they have analyzed the pros and cons, they can take some 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.