Catherine Richmond

Examiner
DISC Type : cs

Managing Director, FINPRO at Marsh Canada Limited

Greater Vancouver Metropolitan Area, Canada

Overview

Catherine Richmond is the Managing Director for the FINPRO Practice at Marsh Canada. A graduate of Queens University, she has extensive experience in executive risks, having held senior vice president roles at both Aon and Willis before rejoining Marsh.

She is a recognized expert in her field, participating in panels and webcasts to discuss complex and evolving topics like Directors and Officers (D&O) liability.

Personality Overview

Tough To Convince

Status Quo Seeker

Process Oriented

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

D&O Liability
As a key speaker and Managing Director of FINPRO, she focuses on the complexities and current trends in Directors and Officers liability insurance.
Executive Risk
Her career history includes senior roles specifically focused on Executive Risks at major brokerage firms like Willis and Aon, highlighting a deep specialization.
Financial Lines Insurance
Her entire senior career has been centered around the Financial and Professional (FINPRO) insurance sector, indicating comprehensive expertise in this area.

Media Appearances

Catherine has no verified media appearances

Work History

4-2024
Managing Director, FINPRO at Marsh Canada Limited
7-2022 - 4-2024
Senior Client Advisor, FINPRO at Marsh Canada Limited at Marsh Canada Limited
11-2008 - 6-2022
Senior Vice President, Financial Services Group at Aon
Senior Vice President, Executive Risks at Willis
Senior Vice President, D&O Specialist at Marsh Canada Limited

Education

Education details unavailable from Other
Bachelor's degree from Queen's University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Greater Vancouver Metropolitan Area, Canada Job Level : Mid-senior Designation : Managing Director, FINPRO at Marsh Canada Limited
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Insights For Selling To Catherine

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Catherine 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 Catherine

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Catherine move?

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

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

You And Catherine

Personality Compatibility


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