Andy Goldman

Visionary
DISC Type : Ds

Principal, Head of Institutional Marketing at Cerity Partners

New York City Metropolitan Area, United States

Overview

Andy has no verified overview

Personality Overview

Fast But Thoughtful

Big Vision Person

Goal-Oriented

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Andy has no verified topics they care about

Media Appearances

Andy has no verified media appearances

Work History

12-2025
Principal, Head of Institutional Marketing at Cerity Partners
7-2023
Strategic Advisor at Liftoff Enterprises
3-2024
Executive Coach & Mentor at OhHello.io 🌞☕️
1-2022 - 7-2023
Senior Director, Brand Marketing at DailyPay, Inc.
1-2018 - 1-2021
Senior Director, Head of B2B Content Marketing & Engagement at TIAA

Education

1989 - 1993
BA from Brandeis University
1994 - 1996
MA Program from New York University

More Information

Social Presence :

Prographics :

Exp : 27 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Principal, Head of Institutional Marketing at Cerity Partners
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Insights For Selling To Andy

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andy is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Andy

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Andy move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Andy take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Andy

Personality Compatibility


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