Karen Gemski

Go-getter
DISC Type : d

Vice President, Managing Director at Fidelity Investments

New York City Metropolitan Area, United States

Overview

Karen is a Vice President and Managing Director at Fidelity Investments, specializing in defined contribution and retirement plans. A graduate of Jacksonville University, her career includes senior roles at BofA Merrill Lynch and Prudential. She is a Registered Securities Broker and focuses on helping employees achieve financial well-being.

She builds strong business and personal relationships by being a deep listener and anticipating customer needs. Colleagues describe her as a professional, well-organized, and a strong client advocate who is incredibly responsive and knowledgeable.

While at Merrill Lynch, Karen received the "Bullish Brainstorm Award" for creating an improved workflow that accelerated key processes.

Personality Overview

Fast-Paced

Vision Oriented

Challenger

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Retirement Planning
Her entire career is focused on defined contribution, defined benefit, and non-qualified retirement plans to help employees prepare for their future.
Financial Wellness
She serves as a client advocate to help employees engage with and focus on their long-term financial well-being.
HSA & Benefit ROI
She actively shares content on evolving HSA regulations and best practices for connecting employee benefits to real business outcomes.

Media Appearances

Karen has no verified media appearances

Work History

8-2015
Vice President, Managing Director at Fidelity Investments
2-2011 - 8-2015
Vice President, Senior Client Relationship Manager at BofA Merrill Lynch
12-2000 - 12-2010
Vice President, Relationship Management at Prudential Retirement
Vice President, Retirement Group at Merrill Lynch
Senior Representative, Financial Data Services at Merrill Lynch

Education

1991 - 1994
BA from Jacksonville University

More Information

Social Presence :

Prographics :

Exp : 24 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President, Managing Director at Fidelity Investments
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Karen

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Karen move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Karen take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Karen

Personality Compatibility


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