Catie Morici

Evaluator
DISC Type : csd

Managing Director, Private Wealth Services at Crest Capital Advisors

San Diego, California, United States

Overview

Catie has no verified overview

Personality Overview

Fast But Analytical

Hard To Convince

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Catie has no verified topics they care about

Media Appearances

Catie has no verified media appearances

Work History

3-2025
Managing Director, Private Wealth Services at Crest Capital Advisors
6-2012
Director of Private Wealth Services at Crest Capital Advisors
6-2012
Senior Registered Client Service Associate at UBS Financial Services, Inc
1-2005 - 7-2005
Consultant at UBS Financial Services, Inc
6-2003 - 1-2005
Wealth Management Services Specialist at State Street

Education

1997 - 2001
Bachelor of Science from Elon University

More Information

Social Presence :

Prographics :

Exp : 17 Location : San Diego, California, United States Job Level : Mid-senior Designation : Managing Director, Private Wealth Services at Crest Capital Advisors
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Insights For Selling To Catie

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Catie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Catie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Catie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Catie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Catie

Personality Compatibility


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