Courtney Kowaleski

Pioneer
DISC Type : DSI

Senior Vice President | Manager, Data and Analytics Product at Northern Trust Asset Management

Boca Raton, Florida, United States

Overview

Courtney has no verified overview

Personality Overview

Friendly But Fast

Driven But Considerate

Decisive But Friendly

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Courtney has no verified topics they care about

Media Appearances

Courtney has no verified media appearances

Work History

11-2025
Senior Vice President | Manager, Data and Analytics Product at Northern Trust Asset Management
6-2024 - 11-2025
Client Service Reporting Director at Polen Capital
12-2021 - 6-2024
Client Reporting and Performance Manager; Product Owner at Polen Capital
9-2020 - 12-2021
Senior Client Performance Senior Analyst at Polen Capital
8-2020
Client Reporting Specialist at GMO

Education

9-1996 - 6-2000
Bachelor of Arts - BA from College of Arts, Humanities and Social Sciences at the University of Denver (DU)
1996 - 2000
Bachelor's degree from University of Denver

More Information

Social Presence :

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Exp : 5 Location : Boca Raton, Florida, United States Job Level : Leadership Designation : Senior Vice President | Manager, Data and Analytics Product at Northern Trust Asset Management
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Insights For Selling To Courtney

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • During followups, use calls or text if needed, they should be fine
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Courtney is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Courtney

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Courtney move?

  • They are generally fast movers and can take quick decisions
  • Can Courtney take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Courtney

Personality Compatibility


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