David Shapiro

Wildcard
DISC Type : csi

Senior Portfolio Manager / Senior Equity Analyst at City National Rochdale Investment Management (an RBC company)

Fort Lauderdale, Florida, United States

Overview

David has no verified overview

Personality Overview

Requires Proof

ROI Driven

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

3-2014
Senior Portfolio Manager / Senior Equity Analyst at City National Rochdale Investment Management (an RBC company)
Senior Analyst, Consumer Discretionary/Retail Sector Fund at Macellum Capital Management
Senior Equity Analyst, Global Consumer Staples Sectors at Scout Capital
Senior Associate, Consumer & Media Sectors - Equity Research Division at Lehman Brothers
Manager, Business Affairs & Development at America Online

Education

MBA from Columbia Business School
BS from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Fort Lauderdale, Florida, United States Job Level : Middle Designation : Senior Portfolio Manager / Senior Equity Analyst at City National Rochdale Investment Management (an RBC company)
URL has been copied!

Insights For Selling To David

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them understand the risk aspect fully while inspiring confidence
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from David

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They like to perform full analysis and can take time to make any decision.
  • Can David take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And David

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.