David Wentland, CFP®, CEPA®

Sharpshooter
DISC Type : DC

Senior Wealth Manager at Haga Kommer, Ltd.

Scottsdale, Arizona, United States

Overview

David has no verified overview

Personality Overview

Rigorous & Demanding

Fast But Analytical

ROI Driven

They prefer to move quickly, and expect the same from others.  They like to stay in control of the negotiation or defining of the terms. They do not care very much about building rapport or relationships.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

1-2026
Senior Wealth Manager at Haga Kommer, Ltd.
2-2024
Founder & Wealth Manager at Ribbon Falls Wealth Management
8-2020 - 2-2024
Wealth Advisor at MSH Capital Advisors LLC
3-2017 - 8-2020
Vice President - Portfolio Manager at Bank of America Private Bank
6-2013 - 3-2017
Vice President at Merrill Lynch

Education

2002 - 2006
Bachelor's degree from Kalamazoo College

More Information

Social Presence :

Prographics :

Exp : 12 Location : Scottsdale, Arizona, United States Job Level : Middle Designation : Senior Wealth Manager at Haga Kommer, Ltd.
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Make sure that you circle back fast on any action items, it wins their trust
  • Objectively showcase the impact that your product creates

DONT's

  • Don't try too hard to forge relationships with them
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from David

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If convinced, they can reach decisions quite fast.
  • Can David take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And David

Personality Compatibility


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