Michael R. Dunn, ChFC®, CLU®

Inspirer
DISC Type : id

Vice President at Merrill Edge

Warwick, Rhode Island, United States

Overview

Michael is a seasoned financial services executive with extensive international experience as a Vice President at Merrill. His background includes leadership roles in Europe, Asia, and the Middle East, with a proven track record in market entry, alternative distribution, and asset management. He is a graduate of The Johns Hopkins University.

Outside of his professional life, Michael is a family man who has lived abroad in locations like Bermuda and the UK. He is an engaged alumnus of his university, actively encouraging philanthropic support for the Johns Hopkins community.

He was a perennial Council qualifier during his time at NYLIFE Securities, a notable professional achievement.

Personality Overview

Generous

Fast Adopter

Achievment Oriented

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

International Business Development
Has extensive experience in market entry and business development across the US, Asia, the Middle East, UK, Europe, and Bermuda.
Wealth Management
His practice focuses on investment management, retirement, elder and estate planning, and insurance planning for a diverse client base.
Alternative Distribution
His career highlights a proven track record and expertise in creating and managing alternative distribution channels in financial services.

Media Appearances

Michael has no verified media appearances

Work History

2-2021 - 10-2024
Vice President at Merrill Edge
7-2017 - 1-2021
Assistant Vice President at Merrill Edge
1-2010 - 7-2017
Registered Representative at NYLIFE Securities LLC
4-2010 - 6-2017
Investment Advisor Representative at Eagle Strategies, LLC (New York Life Company)
student/Alumnus at The American College

Education

1966 - 1972
BA from The Johns Hopkins University
CFP from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 18 Location : Warwick, Rhode Island, United States Job Level : N/A Designation : Vice President at Merrill Edge
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Insights For Selling To Michael R.

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael R. is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Michael R.

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Michael R. move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Michael R. take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Michael R.

Personality Compatibility


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