Caitlin Wilson

Visionary
DISC Type : Ds

Strategy Consultant at Invest Blue

Greater Sydney Area, Australia

Overview

Caitlin is a Strategy Director with extensive experience across healthcare, Big4 consulting at EY, and banking at Commonwealth Bank. She specializes in commercial strategy, business transformation, and building high-performing teams. Colleagues describe her as a passionate, collaborative, and supportive leader, with a Masters in Health Services Management.

Outside of her professional life, Caitlin is deeply committed to charitable causes. She undertook a 400km charity bike ride to raise funds for cancer research, an event she described as life-changing. This was inspired by her best friend’s young son who was diagnosed with a brain tumor.

In an act of determination, Caitlin completed the 400km charity ride after deciding to join with only six weeks to train for the physically demanding challenge.

Personality Overview

Objective Evaluator

Early Adopter

Goal-Oriented

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Healthcare Strategy
Her career spans senior strategic roles in public and private health, including leading the product strategy for CommBank Health and advising health clients at EY.
Cancer Research Fundraising
She is passionate about supporting cancer research, personally completing a 400km charity bike ride for Can4Cancer and promoting fundraisers for childhood brain tumor research.
Authentic Leadership
Her personal headline is "Leading with Authenticity & Empathy, " and recommendations consistently praise her as a supportive and inspiring leader who empowers her teams.

Media Appearances

Caitlin has no verified media appearances

Work History

6-2025
Strategy Consultant at Invest Blue
9-2024 - 6-2025
Professional development at Commonwealth Bank
9-2023 - 10-2024
Executive Manager, Wealth & Private Bank at Commonwealth Bank
8-2021 - 9-2023
Executive Manager, Strategy & Operations, CommBank Health at Commonwealth Bank
10-2014 - 7-2016
Senior Manager Advisory Services, Strategy at EY

Education

2007 - 2009
Master of Health Services Management from Charles Sturt University
2004 - 2007
Bachelor Health Science (Health Services Management) from QUT (Queensland University of Technology)

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Sydney Area, Australia Job Level : Mid-senior Designation : Strategy Consultant at Invest Blue
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Insights For Selling To Caitlin

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caitlin is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Caitlin

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Caitlin move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Caitlin take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Caitlin

Personality Compatibility


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