Douglas Sosnowski, CPA.ABV, ASA, CFF

Critic
DISC Type : C

Financial Advisor at Lumsden & McCormick Financial Services, LLC

New York City Metropolitan Area, United States

Overview

Douglas has no verified overview

Personality Overview

Objective Thinker

Information Seeker

Precise

They don’t appreciate bells and whistles unless backed by data.  They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Douglas has no verified topics they care about

Media Appearances

Douglas has no verified media appearances

Work History

8-2014
Financial Advisor at Lumsden & McCormick Financial Services, LLC
5-2014 - 8-2016
Treasurer at Chesterton Academy of Buffalo
2008 - 2012
Treasurer at Girl Scouts of Western New York
2008 - 2010
Chairman of the Board at Community Services for the Developmentally Disabled
2-2005
Partner at Brisbane Consulting Group, LLC

Education

1987 - 1989
BS from University at Buffalo School of Management, The State University of New York
1986 - 1989
Bachelor's degree from University at Buffalo

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Lumsden & McCormick Financial Services, LLC
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Insights For Selling To Douglas

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Douglas is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Douglas

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Douglas move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Douglas take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Douglas

Personality Compatibility


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