David Pulido

Researcher
DISC Type : Cs

Principal at Paladin Solutions Group

New York, New York, United States

Overview

David is a C-Suite level finance executive specializing in risk management for the banking, insurance, and asset management industries. With extensive international experience, he guides clients on enterprise risk, regulatory compliance, and large-scale operational transformations. He is an alumnus of California State University, Northridge and UCLA.

Colleagues describe him as a strategic, meticulous, and highly effective leader who is a trusted advisor to his clients.

He has co-authored publications on topics such as the key challenges facing central banks and alternative insurance distribution models in Asia Pacific.

Personality Overview

Soft Communicator

ROI Seeker

Perfectionist

Being observant comes to them naturally.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Enterprise Risk Management
Leads ERM framework assessments, develops implementation roadmaps, and benchmarks best practices for financial institutions.
Financial Regulation
He actively shares insights on evolving regulations, including the Basel III Endgame and various corporate sustainability and climate reporting directives.
ESG & Climate Risk
As a Managing Director for ESG & Climate Risk at FORVIS, he is a subject matter expert on environmental, social, and governance compliance.

Media Appearances

David has no verified media appearances

Work History

6-2024
Principal at Paladin Solutions Group
1-2021 - 5-2024
Principal at FORVIS
1-2021 - 5-2022
Principal Risk Advisory at Dixon Hughes Goodman LLP
11-2017 - 12-2020
Financial Services Industry Risk Advisory Leader at Grant Thornton LLP
1-2016 - 10-2017
Executive Vice President at Berkshire Commercial Capital

Education

Finance from California State University, Northridge
Graduate studies from UCLA Anderson School of Management

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York, New York, United States Job Level : Middle Designation : Principal at Paladin Solutions Group
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can David take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And David

Personality Compatibility


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