Doug Greenberg, CIMA®

Judge
DISC Type : Dc

Co-Founder at Data Aviator

Austin, Texas, United States

Overview

Doug Greenberg is a "Founder Consigliere" with over 32 years of experience advising business owners on company exits. He co-founded Data Aviator and founded Pinnacle Wealth Advisory. A CIMA® professional from The Wharton School and a Forbes awardee, people describe him as experienced, present, and having iron-clad integrity.

Dougs expertise is rooted in his personal experience growing up in a family that ran 25 stores across Texas. He worked various jobs within the family business, gaining firsthand knowledge of the challenges that entrepreneurs face, from growth and leadership to eventual succession planning.

During his 24 years at Morgan Stanley, he was consistently ranked in the top 2% of financial advisors nationwide and was part of the firms exclusive Chairman’s Club.

Personality Overview

Quality Focused

Features Driven

Fast But Wary

More than the product, they care about the impact of the product.  They prefer to be the ones controlling the conversation or defining the terms. They are not always relationship oriented.

Topics They Care About

Founder Exit Strategy
He acts as a "consigliere" for founders, guiding them through the complexities of selling their business, from tax planning like the 83(b) election to "getting the ending right. "
AI in Business
Actively uses AI tools like Claude to re-engineer his own business processes and is interested in practical, daily applications of artificial intelligence.
Family Business Dynamics
Grew up working in his family's enterprise of 25 stores across Texas, giving him a deep, personal understanding of entrepreneurial challenges from a young age.

Media Appearances

Doug has no verified media appearances

Work History

7-2025
Co-Founder at Data Aviator
11-2019
Founder & President at Pinnacle Wealth Advisory
1-1994 - 4-2018
Executive Director, Wealth Advisor, Senior Portfolio Manager, Alternative Investments Director at The Greenberg Group @ MS
9-1992 - 1-1994
Financial Consultant at Merrill Lynch

Education

2000 - 2014
Certified Investment Management Analysis Course from The Wharton School
1987 - 1989
Bachelor of Science from The University of Texas at Dallas

More Information

Social Presence :

Prographics :

Exp : 31 Location : Austin, Texas, United States Job Level : Leadership Designation : Co-Founder at Data Aviator
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Insights For Selling To Doug

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Refer to testimonials from well-known industry leaders
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Do not spend too much time focusing on product tech or features
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Doug is

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

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Doug move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Doug take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Doug

Personality Compatibility


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