Shirley Yang

Questioner
DISC Type : c

Chief Marketing Officer, TIAA Wealth Management & Advice Solutions at TIAA

Greater Chicago Area, United States

Overview

Shirley has no verified overview

Personality Overview

Not Easily Convinced

Value Seeker

Systematic

They prefer to do thorough analysis of any situation.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Shirley has no verified topics they care about

Media Appearances

Shirley has no verified media appearances

Work History

2-2026
Chief Marketing Officer, TIAA Wealth Management & Advice Solutions at TIAA
6-2025 - 2-2026
Managing Director, Global Co-Head of Wealth Management & Deposits Marketing at Goldman Sachs
1-2022 - 5-2025
Managing Director, Wealth Management & Deposits Marketing at Goldman Sachs
9-2018 - 12-2021
VP, Head of Marketing - Marcus Deposits, Invest, Insights at Goldman Sachs
1-2017 - 8-2018
Associate Partner at McKinsey & Company

Education

2010 - 2012
Master of Business Administration (MBA) from Northwestern University - Kellogg School of Management
2002 - 2006
BA from University of Chicago

More Information

Social Presence :

Prographics :

Exp : 16 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Chief Marketing Officer, TIAA Wealth Management & Advice Solutions at TIAA
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Insights For Selling To Shirley

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
  • Emphasise more on facts and measurable benefits

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 Shirley 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 Shirley

  • 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 Shirley move?

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

  • Can Shirley take some risk or not?

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


You And Shirley

Personality Compatibility


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