Kathe Espinili

Observer
DISC Type : ic

Chief Compliance Officer & Partner at J. Derek Lewis & Associates, Inc.

Newport Beach, California, United States

Overview

Kathe has no verified overview

Personality Overview

Curious

Assertive

Example Seeker

They often ask many questions and rely heavily on information and documentation.  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.

Topics They Care About

Kathe has no verified topics they care about

Media Appearances

Kathe has no verified media appearances

Work History

1-1990
Chief Compliance Officer & Partner at J. Derek Lewis & Associates, Inc.
1-1991
Chief Compliance Officer at JDL Securities Corporation
8-2018
CFO, Owner at RKE Healthcare Consulting, Inc.
2-1989 - 1-1990
Registered Sales Assistant at Shearson Lehman Brothers International Inc.
3-1988 - 2-1989
Registered Sales Assistant at Drexel Burnham Lambert

Education

Kathe has no verified education history

More Information

Social Presence :

Prographics :

Exp : 37 Location : Newport Beach, California, United States Job Level : Leadership Designation : Chief Compliance Officer & Partner at J. Derek Lewis & Associates, Inc.
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Insights For Selling To Kathe

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathe is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Kathe

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

Insights For Deal Planning

    How fast (or slow) will Kathe move?

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

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Kathe

Personality Compatibility


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