Katherine Golladay, CFP®

Go-getter
DISC Type : d

Vice President Operations at Tobin Capital Group

San Francisco, California, United States

Overview

Katherine Golladay serves as the Vice President of Operations at Tobin Capital Group, where she leads operations for a real estate portfolio valued at over $450 million. A University of Maryland graduate, her background includes investment analysis at Morgan Stanley and advising for a multi-billion dollar retirement plan team.

Outside of her finance and real estate career, Katherine has a passion for outdoor leadership. She has previously worked as a Trip Leader, organizing and guiding two-week hiking excursions for middle school students in Yosemite National Park and the Lake Tahoe region, showcasing her commitment to mentorship.

Unique fact: Katherine has led multiple two-week hiking trips for groups of twelve 6th and 7th graders in Yosemite.

Personality Overview

Direct & Candid

Challenger

Self-Confident

They care equally about the product and its potential impact.  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

Real Estate Operations
Currently leads all operations for 65 properties valued at over $450M at Tobin Capital Group, overseeing 47 Property Managers.
Team Growth
Has posted multiple times about hiring for Analyst and Associate roles, indicating a focus on expanding her team and company.
Diversity & Inclusion
Actively promoted a webinar series focused on Diversity, Equity, Inclusion & Belonging, including sessions on Women in Investing and the LGBTQIA+ Community.

Media Appearances

Katherine has no verified media appearances

Work History

3-2025
Vice President Operations at Tobin Capital Group
8-2023 - 3-2025
Director of Manager Success & Strategy at Tobin Capital Group
10-2022 - 8-2023
Investment Analyst at Morgan Stanley
10-2019 - 8-2022
Investment Advisor at OneDigital
6-2018 - 8-2018
Trip Leader at Overland Summers

Education

2015 - 2019
Bachelor of Science - BS from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 6 Location : San Francisco, California, United States Job Level : Senior Designation : Vice President Operations at Tobin Capital Group
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Insights For Selling To Katherine

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katherine is

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

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

Insights For Deal Planning

    How fast (or slow) will Katherine move?

  • Their decision making speed is somewhere in the middle.
  • Can Katherine take some risk or not?

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

You And Katherine

Personality Compatibility


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