Mark G. Turner, CFA

Critic
DISC Type : C

Financial Consultant at TIAA

New York, New York, United States

Overview

Mark has no verified overview

Personality Overview

Precise

Information Seeker

Objective Thinker

They like to do things independently and don’t look for support from others.  It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Mark has no verified topics they care about

Media Appearances

Mark has no verified media appearances

Work History

9-2021
Financial Consultant at TIAA
8-2019 - 8-2021
Financial Professional at MassMutual New Jersey-NYC
6-2005 - 2-2019
Investment Advisor at UniCredit S.p.A.
9-2000 - 6-2005
Head of Portfolio Management at Cassa di Risparmio di Carpi
10-1998 - 5-2000
Assistant Finance Manager at AHD Vintners

Education

Bachelor of Arts Economics from University of Michigan College of Literature, Science, and the Arts

More Information

Social Presence :

Prographics :

Exp : 26 Location : New York, New York, United States Job Level : Senior Designation : Financial Consultant at TIAA
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Insights For Selling To Mark G.

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be formal and objective, they will appreciate it more

DONT's

  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark G. is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Mark G.

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Mark G. move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Mark G. take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Mark G.

Personality Compatibility


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