David Vincent

Examiner
DISC Type : cs

Vice President, Compliance Officer at First Citizens Bank

Atlantic Beach, Florida, United States

Overview

David has no verified overview

Personality Overview

Tough To Convince

Late Adopter

Overcautious

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

3-2022
Vice President, Compliance Officer at First Citizens Bank
3-2017 - 3-2022
AVP, Compliance Management Systems at CIT
2-2016 - 3-2017
AVP, FIU Team Lead at CIT
4-2014 - 2-2016
AML Analyst at CIT
2-2013 - 4-2014
Financial Advisor at Merrill Lynch

Education

1998 - 2002
Bachelor of Science in Business Administration from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : 16 Location : Atlantic Beach, Florida, United States Job Level : Senior Designation : Vice President, Compliance Officer at First Citizens Bank
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can David take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And David

Personality Compatibility


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