Matthew Erman

Questioner
DISC Type : c

Corporate Risk and Broking Analyst at WTW

Summit, New Jersey, United States

Overview

Matthew Erman is a Corporate Risk and Broking Analyst at WTW, specializing in Political and Credit Risk Solutions. A graduate of Indiana Universitys Kelley School of Business with a focus on Finance and International Business, he holds a Securities Industry Essentials (SIE) certification.

Outside of his professional work, Matthew has a strong interest in the commercial side of athletics, having served as External Marketing Chair for a university sports business club. His entrepreneurial spirit is highlighted by his experience as the owner and operator of his own small business.

He holds a Spanish Seal of Biliteracy, showcasing his proficiency in a second language.

Personality Overview

Cautious & Analytical

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Political Risk
His current role at WTW focuses on Political Risk within the Credit Risk Solutions group, an area he expressed gratitude for learning about after his internship.
Private Credit
Gained direct industry experience as a Private Credit Summer Analyst at Kennedy Lewis Investment Management, a role he was excited to accept.
Sports Business
Actively engaged in this interest as the External Marketing Chair for the Business World of Sports at Indiana University.

Media Appearances

Matthew has no verified media appearances

Work History

6-2025 - 7-2025
Corporate Risk and Broking Analyst at WTW
6-2024 - 6-2024
Private Credit Summer Analyst at Kennedy Lewis Investment Management LLC
7-2023 - 5-2024
External Marketing Chair at Business World of Sports at Indiana University
6-2023 - 6-2024
Owner at Miracle Wash
6-2023 - 6-2023
Intern at Beacon Hill Private Wealth

Education

8-2022 - 5-2026
Bachelor's degree from Indiana University - Kelley School of Business
2018 - 2022
High School Diploma from Summit High School

More Information

Social Presence :

Prographics :

Exp : 2 Location : Summit, New Jersey, United States Job Level : N/A Designation : Corporate Risk and Broking Analyst at WTW
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Matthew

  • 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 Matthew move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Matthew take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Matthew

Personality Compatibility


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