David Ovitsky

Observer
DISC Type : ci

Executive Director - Digital at J.P. Morgan

New York City Metropolitan Area, United States

Overview

David is an Executive Director in Digital at J. P. Morgan with a background in digital wealth management and financial services consulting. A graduate of Colorado State University, he recently spoke on the exponential progress of AI and its power to turn ideas into functioning products.

Outside of his finance career, David is a passionate photographer with numerous photo credits for dance and theater productions in the New York City arts scene. This creative pursuit highlights a different side to his professional persona.

Unique fact: He led an interactive J. P. Morgan session that included a live demonstration of creating an AI-powered application.

Personality Overview

Example Seeker

Curious

Assertive

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

AI Productization
He recently co-led a session at a J. P. Morgan event explaining how modern AI tools can rapidly convert ideas into viable products.
Digital Transformation
His career at J. P. Morgan, Merrill Lynch, and Capco has been consistently focused on leading digital initiatives within the financial services industry.
Dance & Arts Photography
He is frequently credited as the photographer for various dance, cabaret, and theater performances, indicating a serious personal passion for the arts.

Media Appearances

David has no verified media appearances

Work History

2-2024
Executive Director - Digital at J.P. Morgan
6-2022 - 2-2024
Vice President - Digital at J.P. Morgan
5-2019 - 6-2022
Vice President - Digital Wealth at Merrill Lynch
3-2018 - 5-2019
Senior Consultant at Capco
3-2016 - 3-2018
Consultant at Capco

Education

2009 - 2013
Business Administration from Colorado State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Executive Director - Digital at J.P. Morgan
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Help them realize that there is no personal risk in making this decision
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from David

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They like to perform full analysis and can take time to make any decision.
  • Can David take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And David

Personality Compatibility


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