Kerri Murtha

Questioner
DISC Type : c

Managing Director, Head of Americas Client Marketing at Nuveen, a TIAA company

New York City Metropolitan Area, United States

Overview

Kerri has no verified overview

Personality Overview

Not Easily Convinced

Value Seeker

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Kerri has no verified topics they care about

Media Appearances

Kerri has no verified media appearances

Work History

4-2025
Managing Director, Head of Americas Client Marketing at Nuveen, a TIAA company
6-2021 - 4-2025
Managing Director, Head of US Institutional Client Marketing at Nuveen, a TIAA company
5-2018 - 6-2021
Vice President, Retail Client Marketing Campaign Management at Nuveen, a TIAA company
12-2007 - 11-2015
Senior Director at TIAA
12-2004 - 12-2007
Senior Marketing Manager at TIAA

Education

2004 - 2007
MBA from Seton Hall University
1993 - 1997
BA from University of Scranton

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director, Head of Americas Client Marketing at Nuveen, a TIAA company
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Insights For Selling To Kerri

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kerri is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kerri

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kerri move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kerri take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Kerri

Personality Compatibility


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