Derek Geisinger

Initiator
DISC Type : Di

Vice President, Strategy, Support & Enablement at Edelman Financial Engines

Greater Phoenix Area, United States

Overview

Derek has no verified overview

Personality Overview

Impact-Oriented

Friendly Challenger

Conviction Driven

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Derek has no verified topics they care about

Media Appearances

Derek has no verified media appearances

Work History

3-2025
Vice President, Strategy, Support & Enablement at Edelman Financial Engines
7-2023 - 3-2025
Senior Director, Operations Strategy & Chief of Staff at Edelman Financial Engines
4-2021 - 7-2023
Director, Operations Strategy and Chief of Staff at Edelman Financial Engines
5-2018 - 4-2021
Director - Global Card Issuance Operations Strategy at American Express
1-2015 - 5-2018
Finance Manager - Business Unit CFO - Global Servicing Network at American Express

Education

2013 - 2015
Master of Business Administration (MBA) from Arizona State University
2008 - 2010
Bachelor of Science from California State University, Bakersfield

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Phoenix Area, United States Job Level : Senior Designation : Vice President, Strategy, Support & Enablement at Edelman Financial Engines
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Insights For Selling To Derek

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Derek is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Derek

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Derek move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Derek take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Derek

Personality Compatibility


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