Jeff Carlin

Examiner
DISC Type : cs

Sr. Managing Director, Head of Global Wealth Distribution at Nuveen, a TIAA company

Belvedere Tiburon, California, United States

Overview

Jeff has no verified overview

Personality Overview

Status Quo Seeker

Process Oriented

Unexpressive

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

2-2021
Sr. Managing Director, Head of Global Wealth Distribution at Nuveen, a TIAA company
6-2018 - 1-2021
Member of Board of Governors at Money Management Institute
1-2011 - 1-2017
Board Member at Olympic Club Foundation
7-2010 - 4-2023
Senior Managing Director, Head of US Retail at Nuveen, a TIAA company
1-2009 - 7-2010
SVP, National Sales Manager at IndexIQ

Education

2017 - 2017
High Potential Leadership Program from Harvard Business School Executive Education
1987 - 1992
BS from San Diego State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Belvedere Tiburon, California, United States Job Level : N/A Designation : Sr. Managing Director, Head of Global Wealth Distribution at Nuveen, a TIAA company
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jeff

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jeff take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jeff

Personality Compatibility


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