Pamela Franklin

Evaluator
DISC Type : dsc

Managing Director, Risk and Compliance at TIAA

Huntersville, North Carolina, United States

Overview

Pamela has no verified overview

Personality Overview

Quality Focused

Thorough Evaluator

Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Pamela has no verified topics they care about

Media Appearances

Pamela has no verified media appearances

Work History

1-2025
Managing Director, Risk and Compliance at TIAA
6-2022 - 12-2024
Managing Director, Business Operations and Strategic Investments at TIAA
5-2011 - 5-2022
Senior Vice President, Credit Risk Administration at TIAA Bank
7-2007 - 3-2011
Director of Credit Policy and Analytics - Real Estate at USAA Federal Savings Bank
8-2005 - 7-2007
Business Architect Director at USAA Federal Savings Bank

Education

2000 - 2006
BBA from University of the Incarnate Word
2015 - 2017
Retail Bank Management from Consumer Bankers Association (CBA) Executive Banking School

More Information

Social Presence :

Prographics :

Exp : 29 Location : Huntersville, North Carolina, United States Job Level : Mid-senior Designation : Managing Director, Risk and Compliance at TIAA
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Insights For Selling To Pamela

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pamela is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Pamela

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Pamela move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Pamela take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Pamela

Personality Compatibility


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