Craig Sherman CFA, FRM, CTA

Inquirer
DISC Type : cd

Senior Portfolio Manager, Multi-Sector Credit (Proprietary Capital) at Investec

United States

Overview

Craig has no verified overview

Personality Overview

Upfront

Hard To Convince

Judgemental

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Craig has no verified topics they care about

Media Appearances

Craig has no verified media appearances

Work History

5-2018 - 2-2024
Senior Portfolio Manager, Multi-Sector Credit (Proprietary Capital) at Investec
11-2012 - 5-2018
Head of Credit Portfolio Management at Ashburton Investments (FirstRand Group)
4-2009 - 8-2012
Entrepreneur & Consultant (Credit, Structuring, Risk) at DG Capital / Etana Insurnace / CS Consulting
1-2001 - 3-2009
Credit Portfolio Manager at RMB - Rand Merchant Bank (FirstRand Group)

Education

2000 - 2001
Bsc Hons Advanced Mathematics of Finance from University of the Witwatersrand
1997 - 1999
BeconSC from University of the Witwatersrand

More Information

Social Presence :

Prographics :

Exp : 22 Location : United States Job Level : N/A Designation : Senior Portfolio Manager, Multi-Sector Credit (Proprietary Capital) at Investec
URL has been copied!

Insights For Selling To Craig

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Tell them that you are there to help them create visible impact within their organization
  • Highlight the competitive differentiation of your product

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Craig is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Craig

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Craig move?

  • Their decision making speed is somewhere in the middle.
  • Can Craig take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Craig

Personality Compatibility


Other Investec Employees

Explore more public profiles from related professionals at the same organization.

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.