Tim Davidson, CFA

Questioner
DISC Type : c

Investment Portfolio Manager at Somerset Reinsurance

Bermuda

Overview

Tim has no verified overview

Personality Overview

Value Seeker

Not Easily Convinced

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Tim has no verified topics they care about

Media Appearances

Tim has no verified media appearances

Work History

5-2025
Investment Portfolio Manager at Somerset Reinsurance
3-2023 - 5-2025
Senior Consultant at Acumen Group
12-2022 - 3-2023
Layoff/position eliminated at Career Break
3-2020 - 11-2022
Senior Vice President, Group Investments at Aspen Insurance
7-2012 - 3-2020
Senior Investment Officer at Aspen Insurance

Education

9-2007 - 5-2009
MBA from Boston College Carroll School of Management
1997 - 2000
BA from University of Vermont

More Information

Social Presence :

Prographics :

Exp : 17 Location : Bermuda Job Level : Middle Designation : Investment Portfolio Manager at Somerset Reinsurance
URL has been copied!

Insights For Selling To Tim

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tim is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Tim

  • 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 Tim move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Tim take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Tim

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.