Kat N.

Critic
DISC Type : C

Director, Wealth Management Technology & Product Management at NorthRock Partners

United States

Overview

Kat has no verified overview

Personality Overview

ROI Driven

Negotiator

Information Seeker

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Kat has no verified topics they care about

Media Appearances

Kat has no verified media appearances

Work History

6-2025
Director, Wealth Management Technology & Product Management at NorthRock Partners
11-2022 - 6-2025
Salesforce Product Manager at Amazon
6-2022 - 11-2022
Managing Consultant at Turnberry Solutions
10-2021 - 6-2022
Sr. Consultant, Salesforce at Turnberry Solutions
12-2018 - 9-2021
CRM Product Owner at Carlson Capital Management

Education

2008 - 2012
B.A. from Drake University
Russian Language and Literature from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 8 Location : United States Job Level : Mid-senior Designation : Director, Wealth Management Technology & Product Management at NorthRock Partners
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Insights For Selling To Kat

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kat is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Kat

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Kat move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kat take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kat

Personality Compatibility


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