Doug Richman

Energizer
DISC Type : I

Principal at Global Fin Tech Advisors

Charlotte, North Carolina, United States

Overview

Doug has no verified overview

Personality Overview

Believer

Relationship Oriented

Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are always positive and upbeat, so take their promises with a pinch of salt. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Doug has no verified topics they care about

Media Appearances

Doug has no verified media appearances

Work History

9-2025
Principal at Global Fin Tech Advisors
4-2020 - 8-2025
SVP Technology: Research, Data Science, and Data Management at Truist
4-2019 - 4-2020
Chief Customer Care Officer at Pendo Systems at Pendo Systems
10-2015 - 3-2019
Director / Principal at The Enosys Group / RDJ Consulting
12-2013 - 10-2015
Senior Vice President at LPL Financial

Education

2003 - 2005
MBA from Babson F.W. Olin Graduate School of Business
Bachelor of Arts (B.A.) from University at Albany

More Information

Social Presence :

Prographics :

Exp : 29 Location : Charlotte, North Carolina, United States Job Level : Senior Designation : Principal at Global Fin Tech Advisors
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Insights For Selling To Doug

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Do some small talk, ask them how things are going on their side
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Doug is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Doug

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Doug move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Doug take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Doug

Personality Compatibility


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