David Orloff

Collaborator
DISC Type : is

Vice President at Oswald Companies

Beachwood, Ohio, United States

Overview

David Orloff is a Vice President at Oswald Companies, specializing in insurance and financial solutions for business owners and professionals. His expertise includes business succession, executive compensation, and wealth accumulation strategies. He holds a B. S. from The Ohio State University Fisher College of Business.

Before his career in finance, David worked as a Senior Designer for an engineering firm, URS Corporation.

Personality Overview

Good Listener

Fair-minded

Example Driven

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  Scenarios where both sides can come out as winners appeal to them greatly. They are more likely to opt for solutions that are proven in the market.

Topics They Care About

Business Succession
He focuses on developing and funding buy/sell agreements and exit strategies for owners of closely held corporations.
Executive Compensation
Provides solutions for executive benefit plans and key person coverage to help companies retain top talent.
Charitable Planning
Advises clients on incorporating charitable giving into their overall financial and estate planning strategies.

Media Appearances

David has no verified media appearances

Work History

1-2004
Vice President at Oswald Companies
1-2001 - 1-2004
Insurance & Financial Specialist at Capital Planners
9-1988 - 1-2001
Senior Designer at URS Corporation

Education

1982 - 1986
B.S. from The Ohio State University Fisher College of Business

More Information

Social Presence :

Prographics :

Exp : 37 Location : Beachwood, Ohio, United States Job Level : Senior Designation : Vice President at Oswald Companies
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • When asking them questions, sound relatable and informal
  • Show them how they look good by making this decision
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t get into excessive details unless prompted
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from David

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will David move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can David take some risk or not?

  • They probably won’t put a lot at risk.

You And David

Personality Compatibility


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