Courtney Miles Mulholland in

Courtney Miles Mulholland

Wildcard · DISC type isc
Institutional Sales & Relationship Manager at PFM Asset Management
📍 Greater Philadelphia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
28 Years
Current Role
Institutional Sales & Relationship Manager
Job Level
Middle
Location
Greater Philadelphia, United States
Personality Overview

How Courtney shows up

Friendly But Slow
ROI Driven
Requires Proof

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Courtney cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2024
Institutional Sales & Relationship Manager
PFM Asset Management
1998 - 10-2024
Director
PFM Asset Management LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Liberal Arts
Advanced Studies in England, Oxford University
Bachelor of Arts
Bucknell University
Social presence
in
Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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