Mike Berman, MBA, PMP

Inspirer
DISC Type : di

Vice President, Marketing at Morgan Stanley

Gaithersburg, Maryland, United States

Overview

Mike is a marketing Vice President at Morgan Stanley, focusing on Environmental, Social, and Governance (ESG) investing for Calvert Research and Management. An MBA graduate and certified Project Management Professional (PMP), he specializes in thought leadership and brand strategy. Colleagues describe him as proactive and adept at anticipating client needs.

Outside of his primary role, Mike has a background in creative writing and journalism. His experience includes covering entertainment and reality television for national news outlets, showcasing a versatile communication skill set. He is also committed to continuous learning, recently completing a course on managing organizational change.

Unique fact: He previously ran his own creative enterprise where he wrote and edited news stories, including covering Reality TV for NBCnews. com.

Personality Overview

Charming & Persuasive

Fast Adopter

Decisive

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

ESG Investing
His current role at Morgan Stanley and Calvert Research is centered on developing and promoting thought leadership for ESG investing and educating financial advisors on the topic.
Thought Leadership
He has extensive experience in every aspect of thought leadership, from idea generation and writing to deployment and promotion strategy for financial services.
Organizational Change
He recently completed a course in "Managing Organizational Change for Managers, " indicating a current professional interest in this area.

Media Appearances

Mike has no verified media appearances

Work History

1-2022
Vice President, Marketing at Morgan Stanley
3-2017 - 1-2022
AVP, Senior Content Manager at Calvert Research and Management at Calvert Research and Management
3-2015 - 3-2017
Digital Marketing Manager and Digital Strategist at Calvert Research and Management
5-2014 - 12-2014
Digital Project Manager at AARP
5-2013 - 3-2015
President at Berman Creative Enterprises

Education

2002 - 2005
MBA from University of Maryland - Robert H. Smith School of Business
9-1997 - 12-2000
MA from The George Washington University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Gaithersburg, Maryland, United States Job Level : Senior Designation : Vice President, Marketing at Morgan Stanley
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Focus on the big picture and the strategic value of your product

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Mike

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Mike take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Mike

Personality Compatibility


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