Casey Coleman

Questioner
DISC Type : c

Head of Talent Acquisition at Financial Technology Partners / FT Partners

Nashville, Tennessee, United States

Overview

Casey Coleman is a human capital executive serving as the Head of Talent Acquisition for Financial Technology Partners. With over a decade of experience, she specializes in executive recruiting and talent development within the financial services and fintech sectors. She is a graduate of Villanova University.

During a prior role, she saved her firm over $1. 7 million in recruiting agency fees in a single year.

Personality Overview

Value Seeker

Not Easily Convinced

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Fintech Talent
Her current role is focused exclusively on recruiting talent for the financial technology investment banking sector, from analysts to managing directors.
Strategic Recruiting
She has experience building internal recruiting functions from the ground up and implementing full lifecycle recruitment strategies to attract top-tier professionals.
IB Career Paths
Actively recruits for all levels, from recent graduates to senior executives, demonstrating a focus on building long-term careers in investment banking.

Media Appearances

Casey has no verified media appearances

Work History

9-2020
Head of Talent Acquisition at Financial Technology Partners / FT Partners
1-2018 - 8-2020
US Head of Lateral Recruiting at Evercore
1-2015 - 1-2018
Talent Acquisition at Jefferies
2-2013 - 1-2015
Executive Search Consultant at Blackwood Associates LLC
3-2011 - 2-2013
Latam Sales Associate at Morgan Stanley Wealth Management

Education

2004 - 2008
Bachelor of Science Degree from Villanova University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Nashville, Tennessee, United States Job Level : Mid-senior Designation : Head of Talent Acquisition at Financial Technology Partners / FT Partners
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Insights For Selling To Casey

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Casey 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 Casey

  • 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 Casey move?

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

  • Can Casey take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Casey

Personality Compatibility


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