Elizabeth Kearns

Researcher
DISC Type : Cs

Managing Director, Co-Head of Planning at Chevy Chase Trust

Washington DC-Baltimore Area, United States

Overview

Elizabeth has no verified overview

Personality Overview

Cost Conscious

Perfectionist

Detail Oriented

The only way to convince them is by showing them examples and ample proof.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Elizabeth has no verified topics they care about

Media Appearances

Elizabeth has no verified media appearances

Work History

5-2023
Managing Director, Co-Head of Planning at Chevy Chase Trust
6-2021 - 5-2023
Director, Co-Head of Planning at Chevy Chase Trust
1-2019 - 6-2021
Vice President at Chevy Chase Trust
11-2011 - 12-2018
Estates & Trusts Attorney at Furey Doolan & Abell, LLP
5-2010 - 7-2010
Summer Associate at Furey, Doolan & Abell, LLP

Education

2008 - 2011
J.D. from Duke University School of Law
2000 - 2004
B.A. from University of Notre Dame

More Information

Social Presence :

Prographics :

Exp : 14 Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Managing Director, Co-Head of Planning at Chevy Chase Trust
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Elizabeth

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Elizabeth move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Elizabeth take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Elizabeth

Personality Compatibility


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