David Rosato, CFA

Pioneer
DISC Type : Dsi

Chief Financial Officer at Eastern Bank

Needham, Massachusetts, United States

Overview

David has no verified overview

Personality Overview

Decisive But Friendly

Driven But Considerate

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

8-2024
Chief Financial Officer at Eastern Bank
2-2024
Board Member at Returned.com
1-2019
Board Member at NASDAQ Exchange Board
2-2023 - 8-2024
Chief Financial Officer at Berkshire Bank
9-2022
Chief Financial Officer at People's United Financial

Education

1983 - 1985
MBA from University of Maryland - Robert H. Smith School of Business
1979 - 1983
Bachelor's Degree from University of Maryland

More Information

Social Presence :

Prographics :

Exp : N/A Location : Needham, Massachusetts, United States Job Level : N/A Designation : Chief Financial Officer at Eastern Bank
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Keep your pitch focused on the impact but nurture the relationship too
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from David

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are generally fast movers and can take quick decisions
  • Can David take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And David

Personality Compatibility


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