David Priest

Captain
DISC Type : DS

Senior Vice President/Investments, Branch Manager - Stifel at Stifel Financial Corp.

Green Bay, Wisconsin Metropolitan Area, United States

Overview

David has no verified overview

Personality Overview

Planner & Achiever

Consummate Professional

Output-Driven

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

10-2004
Senior Vice President/Investments, Branch Manager - Stifel at Stifel Financial Corp.
5-1999 - 10-2004
Associate Vice President - Financial Consultant at RBC Dain Rausher

Education

David has no verified education history

More Information

Social Presence :

Prographics :

Exp : 26 Location : Green Bay, Wisconsin Metropolitan Area, United States Job Level : Middle Designation : Senior Vice President/Investments, Branch Manager - Stifel at Stifel Financial Corp.
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Let them know of potential risks but suggest mitigation methods alongside
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from David

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can David take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And David

Personality Compatibility


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