Katelyn Ross

Observer
DISC Type : ic

Senior Vice President & Lead Acquisition Counsel, Corporate Development & Strategy at Mariner Wealth Advisors

Leawood, Kansas, United States

Overview

Katelyn Ross is the Senior Vice President & Lead Acquisition Counsel at Mariner Wealth Advisors, specializing in corporate development and strategy. A graduate of Washburn University School of Law, she is licensed to practice in Kansas and Texas and has held several strategic counsel roles within the firm.

Her educational background includes specialized legal studies, and she maintains an interest in her alma mater, Washburn University. Katelyn has a focused professional network and follows hiring updates at her company.

Unique fact: She has undertaken advanced legal coursework in Oil & Gas law.

Personality Overview

Assertive

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Corporate Acquisitions
As Lead Acquisition Counsel in Corporate Development & Strategy, her primary professional focus is on mergers and acquisitions for the firm.
Strategic Initiatives
Her career progression at Mariner includes roles like Senior Counsel for Strategic Initiatives, indicating a focus on long-term corporate strategy.
Wealth Management
[Predicted] Given her long-term, senior legal role at a major wealth advisory firm, she is deeply involved in the industry's strategic landscape.

Media Appearances

Katelyn has no verified media appearances

Work History

1-2023
Senior Vice President & Lead Acquisition Counsel, Corporate Development & Strategy at Mariner Wealth Advisors
1-2022 - 12-2022
Vice President, Lead Acquisition Counsel, Corporate Development & Strategy at Mariner Wealth Advisors
1-2021 - 12-2021
Director, Associate General Counsel at Mariner Wealth Advisors
1-2019 - 12-2020
Senior Counsel, Strategic Initiatives at Mariner Wealth Advisors
10-2018 - 12-2018
Senior Strategy Counsel at Mariner Wealth Advisors

Education

2009 - 2012
Doctor of Law (JD) from Washburn University School of Law
2006 - 2009
Bachelor of Arts (B.A.) from Washburn University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Leawood, Kansas, United States Job Level : Leadership Designation : Senior Vice President & Lead Acquisition Counsel, Corporate Development & Strategy at Mariner Wealth Advisors
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Insights For Selling To Katelyn

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Invite them for a social do but don’t rely solely on the relationship
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katelyn is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Katelyn

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Katelyn move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Katelyn take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Katelyn

Personality Compatibility


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