David Reiss

Cheerleader
DISC Type : Is

Senior Managing Director, Finance at The Riverside Company

New York, New York, United States

Overview

As Senior Managing Director of Finance at The Riverside Company, David oversees global accounting, tax, financial reporting, and the valuation process. His expertise covers fund administration and transactional support. He holds a BS in Accounting from the University at Albany and began his career at Ernst & Young.


David is a Certified Public Accountant (CPA), bringing a high level of certified expertise to his private equity finance role.

Personality Overview

Affable

Vocal & Expressive

Listener

They are more likely to go for proven solutions.  Win-win scenarios can appeal strongly to them. 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.

Topics They Care About

PE Fund Administration
Oversees all aspects of fund administration, including transactional support, reporting, and investor communications for a global private equity firm.
Financial Compliance
Manages the oversight of tax and audit compliance processes, including the quarterly valuation process for domestic and foreign partnerships.
Investment Structuring
His experience includes transactional structuring for both acquisitions and exits of domestic and international investments.

Media Appearances

David has no verified media appearances

Work History

10-1999
Senior Managing Director, Finance at The Riverside Company
9-1995 - 10-1999
Audit Senior at Ernst & Young

Education

1991 - 1995
BS in Accounting from University at Albany

More Information

Social Presence :

Prographics :

Exp : 30 Location : New York, New York, United States Job Level : Senior Designation : Senior Managing Director, Finance at The Riverside Company
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • If possible, involve their colleagues in the sales process
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Take time to make them feel comfortable before getting to the main pitch

DONT's

  • Don’t sound very transactional
  • Don’t ask too many questions that sound too dry and objective
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from David

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can David take some risk or not?

  • It is unlikely that they will take many risks.

You And David

Personality Compatibility


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