Keri Snow

Energizer
DISC Type : I

Vice President - Program Manager at Sequoia Financial Group

Strongsville, Ohio, United States

Overview

Keri is a seasoned financial services professional with over twenty years of experience leading cross-functional teams at major institutions like PNC and Sequoia Financial Group. She specializes in delivering technology and business solutions through program management and process improvement, leveraging her MBA from Case Western Reserve University.

Outside of her extensive corporate career, Keri maintains a strong interest in the financial world, indicated by her focus on prominent investment firms and market news. She also appears to be a supporter of higher education through philanthropic contributions.

She has held numerous senior titles, including Sr. Vice President at PNC before her current role.

Personality Overview

Believer

Relationship Oriented

Enthusiastic

They are people oriented, friendly and like creating new connections.  They excel at seeing the bigger picture, and the long-term impact of their decisions. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Program Management
Her entire career, with multiple VP and SVP titles at PNC and Sequoia Financial Group, has been centered on program and project management.
Financial Technology
Previously managed application systems and focuses on delivering technology solutions within the financial services and wealth management industries.
Process Improvement
A key part of her professional expertise is refining business processes to deliver solutions effectively, honed over two decades.

Media Appearances

Keri has no verified media appearances

Work History

7-2022
Vice President - Program Manager at Sequoia Financial Group
1-2021 - 6-2022
Sr. Vice President - Program Management Director at PNC
5-2016 - 12-2019
Sr. Vice President - Application System Manager Senior at PNC
3-2014 - 5-2016
Vice President - Program Manager at PNC
8-2011 - 2-2014
Vice President - Application System Manager at PNC

Education

1998 - 2001
MBA from Weatherhead School of Management at Case Western Reserve University
1993 - 1997
BS from Miami University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Strongsville, Ohio, United States Job Level : Senior Designation : Vice President - Program Manager at Sequoia Financial Group
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Insights For Selling To Keri

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk anecdotally about the customer experience that your product offers
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keri is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Keri

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Keri move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Keri take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Keri

Personality Compatibility


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