Charley Kersten

Visionary
DISC Type : Ds

Head of Marketing at 55ip

Boston, Massachusetts, United States

Overview

Charley has no verified overview

Personality Overview

Risk Tolerant

Direct & Assertive

Goal-Oriented

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Charley has no verified topics they care about

Media Appearances

Charley has no verified media appearances

Work History

8-2022
Head of Marketing at 55ip
8-2018 - 5-2022
Head of US and EMEA Institutional Marketing at Manulife Investment Management
11-2015 - 8-2018
Head of Institutional Marketing at John Hancock Investments
8-2013 - 11-2015
Head of US and Canada Institutional Marketing at State Street Global Advisors
1-2006 - 8-2013
Marketing Director, Global Institutional, Alternative, and RIA Distribution Channels at Putnam Investments

Education

1997 - 2001
MBA from Boston College Carroll School of Management
1989 - 1993
BA from Fairfield University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Head of Marketing at 55ip
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Insights For Selling To Charley

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charley 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 Charley

  • 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 Charley move?

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

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

You And Charley

Personality Compatibility


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