David Peters

Sharpshooter
DISC Type : DC

Senior Director, Financial Planning & Analysis and Transactions at The AES Corporation

Cincinnati, Ohio, United States

Overview

David Peters is the Senior Director of Financial Planning & Analysis at The AES Corporation, overseeing two regulated utilities, AES Indiana and AES Ohio. His expertise is rooted in his prior experience as a Senior Vice President of Equity Research at Wolfe Research, where he covered regulated utility and clean energy stocks. He holds a B. B. A. from Ohio University.

David demonstrates a strong commitment to his community. He recently attended a Dayton Dragons baseball game to support the 2025 Rubber Duck Regatta Ambassador for United Rehabilitation Services, an organization focused on assisting individuals with disabilities.

He transitioned from analyzing utility and clean energy companies as an equity researcher to leading financial planning within one.

Personality Overview

Fast But Analytical

ROI Driven

Thorough Evaluator

They like to stay in control of the negotiation or defining of the terms.  They respond well to strong and respectful communication. They prefer to move quickly, and expect the same from others.

Topics They Care About

Financial Planning & Analysis
Leads all FP&A activities, including forecasting and long-term budget planning, for two regulated utilities at The AES Corporation.
Regulated Utilities
His career, both in equity research and his current role at AES, is centered on the financial performance and analysis of regulated utilities.
Clean Energy Sector
Previously covered clean energy stocks as a lead associate at Wolfe Research, indicating a deep understanding of the sector's financial landscape.

Media Appearances

David has no verified media appearances

Work History

8-2024
Senior Director, Financial Planning & Analysis and Transactions at The AES Corporation
3-2023 - 7-2024
Director of Financial Planning and Analysis at The AES Corporation
12-2021 - 2-2023
Senior Vice President, Equity Research at Wolfe Research, LLC
1-2020 - 12-2021
Vice President, Equity Research at Wolfe Research, LLC
9-2017 - 12-2019
Equity Research Associate at Wolfe Research, LLC

Education

2010 - 2014
Bachelor of Business Administration (B.B.A.) from Ohio University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Cincinnati, Ohio, United States Job Level : Senior Designation : Senior Director, Financial Planning & Analysis and Transactions at The AES Corporation
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Be respectful but crisp
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Avoid being too verbose
  • Don’t take too much time in sending them information if they ask for any
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from David

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If convinced, they can reach decisions quite fast.
  • Can David take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And David

Personality Compatibility


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