Catherine Williams

Enthusiast
DISC Type : i

Business Development Manager at UMB Bank

Lake Geneva, Wisconsin, United States

Overview

Catherine has no verified overview

Personality Overview

Amiable & Agreeable

Non-Confrontational

Consensus Focused

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Catherine has no verified topics they care about

Media Appearances

Catherine has no verified media appearances

Work History

4-2023
Business Development Manager at UMB Bank
10-2014 - 4-2023
Business Development Director, Trust and Custody Services at BMO Global Asset Management
2-2007 - 3-2012
Sales Director - Institutional Investor Services at State Street
Sales and Relationship Manager at Northern Trust Company

Education

1987 - 1990
BS from University of Colorado Boulder - Leeds School of Business

More Information

Social Presence :

Prographics :

Exp : 16 Location : Lake Geneva, Wisconsin, United States Job Level : Middle Designation : Business Development Manager at UMB Bank
URL has been copied!

Insights For Selling To Catherine

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Catherine is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Catherine

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Catherine move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Catherine take some risk or not?

  • They can take some low-probability risks if needed.

You And Catherine

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.