Doug Nelson

Questioner
DISC Type : c

Chief Financial Officer at RFG Advisory

New York City Metropolitan Area, United States

Overview

Doug has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Doug has no verified topics they care about

Media Appearances

Doug has no verified media appearances

Work History

11-2025
Chief Financial Officer at RFG Advisory
9-2018 - 11-2025
Principal at Long Ridge Equity Partners
6-2017 - 8-2017
Sr. Product Manager at Amazon
4-2016 - 6-2016
MBA Finance Intern at Flywire (formerly peerTransfer)
5-2013
Advisory Board Member at FinTech Sandbox

Education

2016 - 2018
Master of Business Administration (MBA) from Harvard Business School
2006 - 2010
BA from Dartmouth College

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at RFG Advisory
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Insights For Selling To Doug

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Doug is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Doug

  • 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 Doug move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Doug take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Doug

Personality Compatibility


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