Erickson Davis

Observer
DISC Type : ci

Co-Head of Equities and Advisory at Stifel Financial Corp.

United Kingdom

Overview

Erickson Davis is the Co-Head of Equities and Advisory at Stifel Financial Corp. , focusing on European markets. His career includes serving as CEO of the FinTech-focused firm Autonomous Research and holding senior institutional equity sales roles at KBW. He earned a BA from Bucknell University and an MBA from St. Johns University.

Outside of his finance career, Erickson is committed to global financial inclusion. He serves on the board and chairs the finance committee for Cycle Connect, a microfinance organization based in Uganda that provides asset financing to farmers in rural communities.

Described by his CEO as a "forward-thinker with deep knowledge of the financial services sector, " he is recognized for his expertise in European markets.

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally strong communicators and are not easy to convince.

Topics They Care About

European Equities
As Co-Head of Equities & Advisory for Europe, he is directly responsible for Stifel's strategy and operations across the continent's key financial markets.
FinTech Innovation
His background as CEO of a FinTech-focused research firm and public comments highlight his deep interest in innovative financial technology companies.
Global Financial Inclusion
Chairs the finance committee for Cycle Connect, a Ugandan microfinance organization, demonstrating a personal commitment to empowering communities through access to finance.

Media Appearances

KBW Hires Erickson Davis as Head of Equities and Advisory. Featured in Stifel (Press Release)

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Work History

8-2024
Co-Head of Equities and Advisory at Stifel Financial Corp.
7-2021
Head of Equities - Stifel Europe at Stifel Financial Corp.
4-2019
Head of Equities - KBW Europe at KBW
6-2017 - 3-2019
Chief Executive Officer at Autonomous Research
4-2016 - 5-2017
Deputy CEO at Autonomous Research

Education

BA from Bucknell University
MBA from St. John's University

More Information

Social Presence :

Prographics :

Exp : 12 Location : United Kingdom Job Level : Mid-senior Designation : Co-Head of Equities and Advisory at Stifel Financial Corp.
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Insights For Selling To Erickson

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Persuade objectively how your product will help them achieve their goals
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erickson is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Erickson

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Erickson move?

  • They like to analyze well and then make their decisions.
  • Can Erickson take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Erickson

Personality Compatibility


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