David Werner

Questioner
DISC Type : c

Director - Head of Wealth Solution Sales, Americas at LSEG

New York, New York, United States

Overview

David Werner is the Director and Head of Wealth Solution Sales for the Americas at LSEG. With a background in sales leadership at firms like CreditSights and Forge, he specializes in financial data and workflow solutions. He holds a Bachelor of Business Administration from the University of Miami.

He is currently focused on expanding his team at LSEG, actively recruiting experienced salespeople for the growing Wealth Solution Sales division in North America.

Personality Overview

Value Seeker

Cautious & Analytical

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wealth Solutions
Leads the Wealth Solution Sales team for the Americas at LSEG, a global financial markets infrastructure and data business.
Sales Leadership
His career includes multiple leadership roles such as Head of Sales at Carbon Arc and Director of Sales at Forge Data, focusing on business development.
Team Expansion
He is actively and publicly recruiting experienced salespeople to join his growing Wealth Solution Sales team in North America.

Media Appearances

David has no verified media appearances

Work History

9-2025
Director - Head of Wealth Solution Sales, Americas at LSEG
7-2024 - 8-2025
Head of Sales & Business Development at Carbon Arc
4-2022 - 7-2024
Director of Sales, Forge Data at Forge
1-2022 - 4-2022
Head of Business Development - Global Banks, US Asset Managers, and US Wealth Managers at CreditSights
10-2019 - 12-2021
Head of Business Development - Global Banks at CreditSights

Education

2010 - 2014
Bachelor of Business Administration (BBA) from University of Miami
2006 - 2010
Education details unavailable from Newark Academy

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York, New York, United States Job Level : Mid-senior Designation : Director - Head of Wealth Solution Sales, Americas at LSEG
URL has been copied!

Insights For Selling To David

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from David

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can David take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And David

Personality Compatibility


Other LSEG Employees

Explore more public profiles from related professionals at the same organization.

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.