Deva Panambur, CFA®, CFP®, EA

Captain
DISC Type : DS

Managing Director at Sarsi, LLC

New York, New York, United States

Overview

Deva has no verified overview

Personality Overview

Consummate Professional

Dynamic But Sincere

Decisive But Calm

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Deva has no verified topics they care about

Media Appearances

Deva has no verified media appearances

Work History

Managing Director at Sarsi, LLC
9-2024
Member Board of Trustees: NAPFA Foundation at NAPFA - National Association of Personal Financial Advisors
9-2022 - 8-2024
Treasurer/Secretary at NAPFA - National Association of Personal Financial Advisors
9-2021 - 8-2024
Member of the National Board of Directors (3 year term) at NAPFA - National Association of Personal Financial Advisors
Subject Matter Expert at Various Expert Networks

Education

MBA from Thunderbird School of Global Management
Master's Program in International Business from Indian Institute of Foreign Trade

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director at Sarsi, LLC
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Insights For Selling To Deva

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Deva is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Deva

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Deva move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Deva take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Deva

Personality Compatibility


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