Anthony Low

Enthusiast
DISC Type : i

Director, Asset Management Research & Analysis at TIAA-CREF

New York, New York, United States

Overview

Anthony is a financial writer and marketing communications professional with extensive experience at TIAA-CREF, Deutsche Bank, and Prudential. He specializes in marketing financial products to advisors and retail clients, drawing on a unique background that includes a J. D. from Quinnipiac University School of Law and an LL. M. from Boston University School of Law.

His distinctive career path combines deep expertise in legal studies with a practical focus on creating compelling sales materials and financial reports for mutual funds, ETFs, and annuities.

Personality Overview

Amiable & Agreeable

Consensus Focused

Optimistic

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Financial Marketing
Has deep experience developing sales materials, brochures, and training guides to support mutual fund and annuity sales for advisors and retail clients at major financial firms.
Investment Commentary
He has collaborated directly with portfolio managers to write performance commentaries and white papers on topics like emerging-market equities and commercial real estate.
Impact Investing
He was on the editorial and marketing team for Nuveen's global fixed income impact reports, indicating a professional focus on ESG and responsible investing.

Media Appearances

Anthony has no verified media appearances

Work History

9-2013
Director, Asset Management Research & Analysis at TIAA-CREF
9-2007 - 9-2013
Vice President / Senior Writer at Deutsche Bank
10-1999 - 9-2007
Senior Writer at TIAA-CREF
6-1997 - 10-1999
Marketing Communications Writer at Prudential Financial

Education

LL.M. from Boston University School of Law
J.D. from Quinnipiac University School of Law

More Information

Social Presence :

Prographics :

Exp : 28 Location : New York, New York, United States Job Level : Mid-senior Designation : Director, Asset Management Research & Analysis at TIAA-CREF
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Insights For Selling To Anthony

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anthony is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Anthony

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Anthony move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Anthony take some risk or not?

  • They can take some low-probability risks if needed.

You And Anthony

Personality Compatibility


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