Thomas M. Kerr III

Examiner
DISC Type : cs

Assurance Partner Banking and Financial Services at EisnerAmper

Cleveland, Ohio, United States

Overview

Thomas has no verified overview

Personality Overview

Process Oriented

Late Adopter

Status Quo Seeker

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Thomas has no verified topics they care about

Media Appearances

Thomas has no verified media appearances

Work History

12-2025
Assurance Partner Banking and Financial Services at EisnerAmper
9-2022 - 12-2025
Partner at BDO USA
9-2020 - 9-2022
Director at Marcum LLP
6-2019 - 9-2020
Senior Manager Financial Services at EY
9-2006 - 3-2019
Senior Manager Financial Services at KPMG US

Education

9-2000 - 5-2004
Bachelor's degree from John Carroll University
8-2000 - 5-2004
Master of Business Administration - MBA from John Carroll University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Cleveland, Ohio, United States Job Level : N/A Designation : Assurance Partner Banking and Financial Services at EisnerAmper
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Insights For Selling To Thomas M.

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas M. is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Thomas M.

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Thomas M. move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Thomas M. take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Thomas M.

Personality Compatibility


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