Karen Wawrzaszek CFP®, CEPA, CTFA

Inquirer
DISC Type : cd

Vice Chair & Board Member at Student Conservation Association

Washington DC-Baltimore Area, United States

Overview

Karen Wawrzaszek is a Regional Director and Senior Vice President at Northern Trust, where she provides strategic investment advice to non-profits, foundations, and endowments. A recognized thought leader in ESG and impact investing, she has been repeatedly named a Top Financial Advisor by Washingtonian magazine. She earned her bachelors degree from Wichita State University.

Outside of her professional role, Karen is deeply committed to community service. She serves in leadership positions on several boards, including as Chairman for Teach For America DC and Investment Chair for the Meyer Foundation. She is passionate about mentoring female entrepreneurs, education reform, and advancing financial literacy in the Washington DC area.

Unique fact: Karen co-founded and was the CEO of Pomona Society, a collective of women collaborating to create systemic change for women and families in Washington, D. C.

Personality Overview

Demanding

Hard To Convince

Judgemental

They focus on objectivity in a pitch and pay little attention to bells and whistles.  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.

Topics They Care About

Impact & ESG Investing
A core focus of her professional work and a subject on which she is a recognized thought leader, frequently speaking at conferences and on podcasts.
Non-Profit Governance
Serves in multiple board leadership roles, including Chairman for Teach for America DC and Finance Chair for Global Impact, focusing on organizational financial sustainability.
Philanthropic Advising
Her primary role involves partnering with foundations and non-profits to align their financial programs and investment strategies with their mission-oriented goals.

Media Appearances

Karen has no verified media appearances

Work History

4-2024
Vice Chair & Board Member at Student Conservation Association
9-2023
Regional Director for Foundation & Institutional Advisory at Northern Trust Wealth Management
3-2023
Global Advisory Council at Beyond The Billion® (launched as The Billion Dollar Fund for Women®)
1-2022
Board Member and Finance Committee Chair at Global Impact
10-2021
Co-Chair of Professional Advisory Council at Greater Washington Community Foundation

Education

BA from Wichita State University
CFP from Kaplan University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Vice Chair & Board Member at Student Conservation Association
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that you you respond to any queries from them quickly
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions

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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