Ekat Sheliga

Questioner
DISC Type : c

Strategic Accounts Director at PCS Retirement

Washington DC-Baltimore Area, United States

Overview

Ekat Sheliga is the Strategic Accounts Director at PCS Retirement, focusing on empowering advisors by building impactful partnerships and delivering growth strategies. She holds an MBA from Loyola Marymount University and has professional designations including Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor®.

She is passionate about creating connections within her industry and is a key organizer for the D. C. chapter of WIPN (WE Inspire. Promote. Network. ). She frequently arranges educational and networking events for women in the retirement services field, fostering a sense of community.

She actively promotes the use of generative AI for practical applications in investing and recordkeeping within the retirement industry.

Personality Overview

Price-Sensitive

Not Easily Convinced

Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Advisor Empowerment
Her professional headline and work focus on building partnerships and providing tailored strategies to ensure advisors' long-term success.
Women in Finance
Actively organizes events for the WIPN D. C. chapter to help women in the retirement industry connect, learn, and network.
AI in Investing
Highlights her company's work in applying generative AI to investing and recordkeeping, showing a focus on industry innovation.

Media Appearances

Ekat has no verified media appearances

Work History

10-2025
Strategic Accounts Director at PCS Retirement
3-2024 - 10-2025
Director of Institutional Partnerships, NAPA, PSCA at American Retirement Association
8-2019 - 2-2024
Director Institutional Sales at The Standard
2-2016 - 7-2019
Retirement Plan Consultant at Arthur J. Gallagher & Co.
6-2014 - 1-2016
Private Client Banker at JPMorgan Chase & Co.

Education

2015 - 2017
Master of Business Administration (M.B.A.) from Loyola Marymount University, College of Business Administration
2006 - 2010
Bachelor of Science (B.S.) from Penn State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Strategic Accounts Director at PCS Retirement
URL has been copied!

Insights For Selling To Ekat

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ekat is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Ekat

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ekat move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Ekat take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Ekat

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.