Catie Peiper

Initiator
DISC Type : Di

Vice President of Marketing at Zacks Investment Management

Miami, Florida, United States

Overview

Catie has no verified overview

Personality Overview

Conviction Driven

Friendly Challenger

Impact-Oriented

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Catie has no verified topics they care about

Media Appearances

Catie has no verified media appearances

Work History

9-2025
Vice President of Marketing at Zacks Investment Management
4-2023 - 5-2025
Membership Lifecycle & Retention Lead at The Motley Fool
10-2021 - 4-2023
Marketing Creative Lead, Testing & Strategy at The Motley Fool
8-2020 - 10-2021
Senior Marketing Manager, Paid Social at The Motley Fool
1-2020 - 7-2020
Digital Marketing Director at Social Method

Education

2013 - 2014
Post-graduate Studies from University of Southern California
2010 - 2012
Master of Arts (M.A.) from University of Southern California

More Information

Social Presence :

Prographics :

Exp : 10 Location : Miami, Florida, United States Job Level : Senior Designation : Vice President of Marketing at Zacks Investment Management
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Insights For Selling To Catie

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Look like someone who is on top of their game

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Catie is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Catie

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Catie move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Catie take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Catie

Personality Compatibility


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